Psigma Investment Management

Website: www.psigma.com

Introduction

Psigma Investment Management provide tailored inflation-plus investment solutions to private clients, pension schemes, trusts and charities and manage over £2.84bn in assets (as at 31/12/18). Our established expertise in multi-asset investing can be accessed through a range of investment solutions that include our Platform Portfolio Service.

Models

Our portfolios on the Aviva platform provide access to six multi-asset portfolios designed to replicate those available directly through our Managed Portfolio Service. Ranging from Cautious to Aggressive Growth, they invest in a wide range of asset classes and aim to deliver returns above inflation (CPI). Using an institutional-style investment approach, they are actively managed to ensure that they remain in line with their risk profile. Factsheets showing the performance of our portfolios on the Aviva platform can be found on Psigma’s website.

Rebalance schedule

Quarterly

Charges

AMC (ex. VAT): 0.35%

OCF (incl. VAT): 0.73%

TER (incl. VAT): 1.15%

Contact details

Lee McDowell:

lee.mcdowell@psigma.com

0203 327 5430

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