Hawksmoor Investment Management

05 Dec 2019

Website: www.hawksmoorim.co.uk

Introduction

Hawksmoor Investment Management is an independent boutique investment manager. We are headquartered in Exeter, with offices across the South West, London and East of England.

Hawksmoor is focussed on providing outsourced investment solutions to Financial Advisers. In addition to Model Portfolios, we offer bespoke discretionary management, a BPR-based AIM Portfolio Service and a range of funds of funds. We have a strong capability in Sustainable investments. Our suitability and portfolio construction processes are designed to dovetail with those of the IFA, to ensure that our portfolios perform as promoted and expected.

Wellian Investment Solutions is now part of Hawksmoor Investment Management.

Models

Hawksmoor Model Portfolio Range: -

Cautious (0-40% Equity) Core Model Portfolio
Cautious (0-40% Equity) Higher Income Model Portfolio
Cautious (0-40% Equity) Sustainable World Model Portfolio
Moderate (40-60% Equity) Core Model Portfolio
Moderate (40-60% Equity) Higher Income Model Portfolio
Moderate (40-60% Equity) Sustainable World Model Portfolio
Adventurous (60-80% Equity) Core Model Portfolio
Adventurous (60-80% Equity) Higher Income Model Portfolio
Adventurous (60-80% Equity) Sustainable World Model Portfolio
Equity Risk (80-100% Equity) Core Model Portfolio
Equity Risk (80-100% Equity) Higher Income Model Portfolio
Equity Risk (80-100% Equity) Sustainable World Model Portfolio

Wellian (HIS) Model Portfolio Range: -

Wellian (HIS) Balanced Model
Wellian (HIS) Conservative Model
Wellian (HIS) Growth Model
Wellian (HIS) Income Model
Wellian (HIS) High Income Model
Wellian (HIS) Ethical Model
Wellian (HIS) Ethical Cautious Model
Wellian (HIS) Passive Balanced Model
Wellian (HIS) Passive Conservative Model
Wellian (HIS) Passive Growth Model
Wellian (HIS) Passive Income Model

Rebalance schedule

There is no fixed rebalancing schedule, instead we choose to make amendments and rebalance our Model Portfolios when deemed necessary. Although models will be assessed, at least, quarterly.

Charges

The Annual Management Charges are as follows: -

Hawksmoor Model Portfolio Range 0.25%

Wellian (HIS) Model Portfolio Range - Active 0.35%

Wellian (HIS) Model Portfolio Range - Passive 0.25%

Contact details

Jill Gill: Jill.Gill@hawksmoorim.co.uk

0139 241 0180

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