City Asset Management (CAM)
Website: www.city-asset.co.uk
Introduction
Managing your client’s investments takes considerable time and resources. But, by partnering with us, we can take some of that workload off your shoulders and help you do business more efficiently. Our Managed Portfolio Service (‘MPS’) offers your client access to 5 professionally managed portfolios with clearly defined objectives and risk profiles. This allows you to free up more of your time to focus on financial planning and building relationships, with the peace of mind that your client’s investment is in safe hands.
Models
All 5 of our managed portfolios aim to create wealth for your client by delivering consistent returns over the longer-term (7 years +). We focus on delivering real returns and outperforming inflation, with portfolios that cover a range of performance targets depending on your client’s appetite for risk:
- Defensive Real Return – Aims to outperform CPI +1% p.a. over the investment cycle.
- Balanced Real Return – Aims to outperform CPI +2% p.a. over the investment cycle.
- Diversified Growth Real Return – Aims to outperform CPI +3% p.a. over the investment cycle.
- Growth – Aims to outperform the Morningstar PIMFA Growth Index over the investment cycle.
- Global Equity – Aims to outperform the Morningstar PIMFA Global Growth Index over the investment cycle.
Rebalance schedule
Quarterly
Charges
A low, all-inclusive management fee of 0.25% p.a.
Contact details
Chris Gillam
Head of Business Development
07956 291366
Legal notice
This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.
Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.
Third parties are any person other than an Aviva company or Aviva employee. By allowing third parties to publish material on this web page Aviva is not endorsing the contents of that material. Any views expressed are the views of that third party and Aviva does not endorse those views.