Very Low     Low     Lowest Medium     Low Medium     Low Medium (ESG)     High Medium     Highest Medium     High     Very High     Highest

Lowest Medium Risk Socially Responsible Alpha Manager Portfolio

At City House Investors we search the globe to find exceptional investment managers to work for you, as we feel the most gifted talent cannot be found in one firm, we review and adjust the managers that we include in this portfolio every three months. You can access this portfolio via a low cost SIPP, ISA or Investment Account by investing new funds or by transferring your existing pensions, ISAs or investment accounts with no initial charge.

This portfolio contains a balanced mix of lower and medium-risk investments such as cash, bonds and property, and higher-risk investments such as shares. While a portfolio like this should rise and fall in value less than a higher-risk portfolio, the value of investments can always go down as well as up. The combined ongoing charges figure (OCF) for the funds in this portfolio is 0.86% per annum.

Every three months we will:

  • Review over 10,000 funds and assess the quality, performance and cost.
  • Filter funds with support from the Morning Star Analyst Rating, FE fundinfo Alpha Manager and Crown Fund Rating, to ensure you continue to be invested in high quality funds.
  • Rebalance the asset allocation of your portfolio to make sure it is aligned with the investment risk profile that you have chosen.
  • Adjust your portfolio without you having to lift and finger, leaving you to enjoy the fun parts of life.

Annual portfolio performance – Historic performance is no guarantee of future returns.

Asset allocation

  • UK Equities (22.97%)
  • North American Equities (21.28%)
  • UK Corporate Fixed Interest (15.20%)
  • Other International Equities (9.64%)
  • UK Fixed Interest (9.54%)
  • European Equities (8.99%)
  • Global Fixed Interest (5.82%)
  • Asia Pacific Emerging Equities (2.64%)
  • Money Market (1.99%)
  • Other (1.91%)

Geographical allocations

  • UK (50.13%)
  • North America (29.04%)
  • Europe ex UK (12.79%)
  • Pacific Basin (2.53%)
  • Japan (1.71%)
  • Money Market (1.36%)
  • Other (2.41%)

Portfolio FE fundinfo Alpha Managers

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Terry Smith
Fundsmith Sustainable Equity
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Hamish Chamberlayne
Janus Henderson Global Responsible Managed
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Mike Fox
Royal London Sustainable Diversified and Leaders Trusts
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David Gait
Stewart Investors Asia Pacific Leaders & Worldwide Sustainability
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Andrew Dalrymple
SVS Aubrey Global Conviction
Our returns

The returns shown here are regarded as simulated as they do not represent a single client account or an average of customer returns. The data is calculated using our model portfolios. The returns are calculated after City House Investors management fees of 0.5% per annum. Returns also account for investment fund costs. Dividends have been included on an accrual basis. The charts show returns on a monthly basis assuming a £10,000 investment. The Last 12 months performance calculated for 12 months to the end of the previous month, the all time performance is from inception on 01.01.2016 for all portfolios (with the exception of the Sustainable Portfolio which has an inception date of 01.01.2019) to the end of the previous month and the annual performance is based on calendar years. Source of price data: Financial Express

Benchmark returns

Our portfolios are benchmarked against one of the below fund sectors based on the risk profile of the portfolio:

  • UT Mixed Investment 0% – 35% Shares – Very Low Risk and Low Risk portfolios
  • UT Mixed Investment 20% – 60% Shares – Lowest Medium Risk, Low Medium Risk and Low Medium Risk Socially Responsible portfolios
  • UT Mixed Investment 40% – 85% Shares – High Medium Risk and Highest Medium Risk portfolios
  • UT Flexible Investment Risk Profiles – High Risk, Very High Risk and Highest Risk portfolios

These fund sectors are provided by the UK Investment Association (IA). IA compute the average returns from a composite of funds which comply with the sectors classification based on the type of asset, region or industry sector in which they invest. These include funds from firms such as Barclays, BlackRock, Fidelity, HSBC, JP Morgan, and others.

Call us on 0344 858 0581

Calm Waters, Shaw Lane, Beckwithshaw, Harrogate, North Yorkshire, HG3 1QZ     |     info@cityhouseinvestors.co.uk