Swindon Financial Planning

Phone: 01793 487143
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Asset Management
It is vital that anytime you make an investment you are fully aware of what you are investing in.  The first stage is to identify your own attitude to risk and what you are looking for the investment to achieve.  When this is known you can look at the products and fund options that match your individual profile.  You can use this to build a fully unique investment portfolio which should then be reviewed to ensure it is performing well and continues to meet your evolving needs.
 
It is important that you take advantage of professional advice in this area as making the right decision can have a huge impact on the investment performance. 
 
Cirilium Muliti-Manager Portfolios - three funds designed to deliver superior performance across the risk spectrum

Intrinsic Financial Services and Henderson Global Investors have joined forces to offer a range of multi-manager investment funds designed specifically to meet the needs of Intrinsic clients.

The investment teams at Henderson Global Investors and Intrinsic have developed three individual profiles for the Cirilium fund range after a careful review of Intrinsic's existing clients and their investments. Each profile targets a different type of investor across the risk and reward spectrum. These funds link seamlessly with Intrinsic's "attitude to risk" profiling tool, ensuring that an investor's selected fund matches his or her own risk appetite:

Cirilium Cautious Fund 
Cirilium Moderate Fund 
Cirilium Dynamic Fund

The team that manages the Cirilium Multi-Manager Portfolios is led by Bill McQuaker and is one of the largest and most experienced multi-manager teams in the UK. Their flexible investment approach means that as well as accessing traditional asset classes such as bonds and equities, they can take advantage of alternative investments such as exchange traded funds and structured products. This provides a level of diversity and exposure to regions and sectors that an investor may not be able to achieve independently.


For full details regarding the funds, including fact sheets and marketing literature, please contact me.

Phone: 01793 487143