Luna Investment Management (an appointed representative of Thornbridge Investment Management)

Website:  lunaim.com

Introduction

Luna is an appointed representative of Thornbridge Investment Management, and it is Thornbridge which appears on the platform as the discretionary manager.

Who is Luna Investment Management?

Luna is a new, specialist investment management firm based in Manchester, yet serving clients throughout the UK.  Although a new entrant to the UK investment management industry, Luna can boast a pedigree provided by its team of investment management professionals who are highly regarded by their clients and industry peers.  This team has in excess of 150 years of combined experienced in the provision of bespoke, discretionary investment management services to a variety of clients and their advisors. Together they have managed in excess of £1billion of client investments.

Why invest in the Luna MPS?

  • Luna have highly experienced Fund Managers and a pedigree in managing discretionary managed Model Portfolio Service 
  • Luna is a small firm which gives flexibility in decision making and access to smaller investment vehicles. For example, we don't wait until a fund hits £50m or £100m like some of the larger players that need to because of their size. 
  • Managed by people that understand markets

There to support you and your clients; presentations, ad hoc reporting and performance 

Models

For more information on the Luna MPS (including factsheets), please visit the dedicated page on the website; https://lunaim.com/our-partners/model-portfolio-service/

Below is the key information on the Luna MPS; 

  • Two types; Active MPS and Passive MPS
  • Both the Active and Passive MPS have five different risk profiles.
  • The active MPS invests in mainly active funds and the portfolio OCF is capped at 0.6%
  • The passive MPS invests in index tracking funds and the portfolio OCF is capped at 0.3%

Rebalance schedule

The Model Portfolios are rebalanced quarterly. 

Charges

Luna charge a 0.25% AMC (+ VAT) for Active MPS and 0.2% (+ VAT) for Passive MPS.

Contact

The MPS is managed by the Luna Chief Investment Officer, Alex Brandreth, and supported by the wider Luna Investment Committee. Alex's details are below should you have any IFAs that are looking for a new discretionary investment manager. 

0161 518 3500
07593 137 993
alex.brandreth@lunaim.com

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