P1 Ethical, Hybrid and Passive Model Portfolio Service
Website: www.p1-im.co.uk
Introduction
P1 Investment Management (P1) is a discretionary investment manager working closely with industry professionals, using technology to overcome the restrictions and limitations dominant in many traditional investment houses.
Our Managed Portfolio Service (MPS) provides a range of carefully and professionally managed investment portfolios spanning hybrid, passive and ethical portfolios.
With the client outcome in mind, our investment process combines our strategic and tactical asset allocation with granular portfolio construction and stock selection to add further value.
Our portfolios are built around core holdings with satellite tactical investments aiming to take advantage of shorter term themes. Our hybrid portfolios consist of active and passive investments. Passive investments are used where we believe active managers are not able to add value sufficiently to justify the higher charges. As a result, we believe our hybrid portfolios have the ability to outperform while having a lower overall cost. We also strive to raise awareness about the importance of ethical and sustainable investment and increase familiarity with the concept through seminars and lectures. We endeavour to engage with fund houses and to shape the ethical and sustainable investment debate.
Models
| Model portfolio | Portfolio type |
|---|---|
| Adventurous | Hybrid portfolio |
| Income Seeker | Hybrid portfolio |
| Growth Seeker | Hybrid portfolio |
| Income Focus | Hybrid portfolio |
| Temperate | Hybrid portfolio |
| Growth Focus | Hybrid portfolio |
| Lower Risk Income | Hybrid portfolio |
| Lower Risk Growth | Hybrid portfolio |
| Protective | Hybrid portfolio |
| Adventurous | Passive portfolio |
| Moderate Adventurous | Passive portfolio |
| Moderate | Passive portfolio |
| Cautious Moderate | Passive portfolio |
| Cautious | Passive portfolio |
| Growth | Ethical & Sustainable portfolios |
| Temperate | Ethical & Sustainable portfolios |
| Lower Risk | Ethical & Sustainable portfolios |
Rebalance schedule
Quarterly every January, April, July and October.
Charges
| Portfolio type | Assets | Fee (excl. VAT) |
|---|---|---|
| Hybrid portfolios | less than £1M | 0.25% |
| £1M and above | 0.1% | |
| Ethical & Sustainable portfolios | less than £1M | 0.32% |
| £1M and above | 0.1% | |
| Passive portfolios | - | 0.1% |
Contact details
Jonathan Richards, Head of Business Development:
jonathanrichards@p1-im.co.uk
07496 362 296
or
01392 953 076
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