Casterbridge
What makes the Casterbridge Hardy managed portfolios distinct?
At Casterbridge, our core belief is that our focus should be on clients, not the competition. In other words, “we don’t manage long-term money with short-term thinking.” We are strategic in our approach, so we invest based on where our experience, research, and insights take us, not where our competitors are.
We are conviction-led, but that doesn’t equal being contrarian by nature; it just means we choose to filter out the ‘noise’ of competing with the peer group, rather than being guided by it. If our portfolios have a dissimilar asset allocation versus our peers, or hold funds less commonly found within mainstream MPS offerings, it means we’ve spotted an opportunity in the market that hasn’t yet been fully recognised by the wider crowd. Because isn’t that what active fund management should be?
Models
The Hardy Managed Portfolio range has 5 Growth & 2 Income portfolios. All portfolios take an agnostic approach to active and passive. We use the blending of active and passive funds to deliver outcomes, not engineer fees.
- Hardy Defensive
- Hardy Cautious & Hardy Cautious Income
- Hardy Balanced & Hardy Balanced Income
- Hardy Growth
- Hardy Adventurous
Rebalance Schedule
At Casterbridge, we don’t believe in rebalancing portfolios for the sake of it. We take a Pragmatic not dogmatic approach to making Tactical Asset Changes (aka Rebalancing).
Rather than making changes on an arbitrary schedule, our investment team keep a close watch on conditions to ensure that when we adjust allocations, it’s at the right time and for the right reasons.
Charges
- Annual Management Fee (AMC) 0.3% Not subject to VAT
- Ongoing Charge Figure (OCF) Range: typically 0.45% - 0.75% - dependant on active/passive mix.
Contact
Maria Mealing - 07435 357930