City Asset Management (CAM)

Website:  www.city-asset.co.uk

Introduction

An award-winning managed portfolio service, covering a range of performance targets depending on your client’s goals.

Managing your clients’ 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 five professionally managed portfolios with clearly defined objectives and risk profiles, allowing 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.

Defaqto (an independent rating agency) has recognised the quality of our service by awarding us the maximum 5 diamond rating for our Managed Portfolio Service

Models

All five of our managed portfolios aim to create wealth for your client by delivering consistent returns over the longer-term. 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:

Real2  |  Aims to outperform CPI + 2% p.a. over the investment cycle

Real3  |  Aims to outperform CPI + 3% p.a. over the investment cycle

Real4  |  Aims to outperform CPI + 4% p.a. over the investment cycle

Growth |  Aims to outperform the MSCI PIMFA Growth Index over the investment cycle

Global Equity  |  Aims to outperform the FTSE All World Index over the investment cycle

Navigating through challenging markets to meet these targets requires expertise, experience and resources – a combination that we at City Asset Management have consistently delivered to investors and advisers for over 30 years. 

Rebalance schedule

Monthly

Charges

A low, all-inclusive management fee of 0.25% p.a.

Contact details

Railene Waters:

Railene.waters@city-asset.co.uk
07834 168111

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