Risk Rated Model Portfolios

Discretionary investment services for your clients

City House Investors Discretionary Model Portfolios

About US

Simon Dixon is our founder and chairman. He grew up in Yorkshire, so the Yorkshire Way comes naturally to him.

It’s not just Simon’s nature. He also nurtured his approach over more than 20 years as a fund adviser and discretionary fund manager in some of the world’s most active and challenging markets, such as Germany, Japan, South Korea, Thailand, and the UK. It’s not surprising that such expertise has earned him respect among both clients and his industry peers.

Simon’s worldwide experience taught him to think differently about investment management. He founded City House Investors in 2005 in order to bring that difference to every saver. In 2016 City House Investors were approved by the F.C.A. with discretionary investment management permissions, and launched its range of Alpha Manager discretionary model portfolios.

About Our Process

We’re from Yorkshire. We like to keep things simple and straight forward. 

  • Firstly we use Dynamic Planner as our risk assessment and asset allocation tool.
  • Secondly we populate each asset class with FE Alpha Manager Rated Managers, then filter with FE Crown Rating and Morning Star Analyst Rating. If there is no Alpha Rated manager in a given sector we will revert to an index tracking fund.
  • Finally we review and adjust the our portfolios every quarter by using the steps above.

There are a few more details and refinements to the above but that is pretty much our process.

Initially we only offered our portfolios to our own clients, however as we have had increasing interest from other advisory firms to use our portfolios we have decided to make these available initially on Ascentic and Transact for use by other firms.

If you think what we have to offer might help your clients and your firm please contact Simon Dixon on 0344 858 0581 or simon.dixon@cityhouseinvestors.co.uk.

Simon Dixon - Investment management

"we say what we mean and we mean what we say"

Alpha Manager Discretionary Model Portfolio Range

Very Low Risk – 2

Percentage return of Very Low Risk portfolio Vs benchmark

Low Risk – 3

Percentage  return  of  Low  Risk  portfolio  Vs    benchmark

Lowest Medium Risk – 4

Percentage return of  Lowest Medium Risk portfolio Vs  benchmark

Low Medium Risk – 5

Percentage return of  Low Medium Risk portfolio Vs  benchmark

High Medium Risk – 6

Percentage return of  High Medium Risk portfolio Vs  benchmark

Highest Medium Risk – 7

Percentage return of  Highest Medium Risk portfolio Vs  benchmark

High Risk – 8

Percentage  return  of    High Risk  portfolio  Vs    benchmark

Very High Risk – 9

Percentage return of  Very High Risk portfolio Vs  benchmark

Highest Risk – 10

Percentage return of  Highest Risk portfolio Vs  benchmark
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 plus Vat. Returns also account for investment fund costs. Dividends have been included on an accrual basis. The charts show returns on a monthly basis. 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 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 and Low Medium Risk 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.

About US

Simon Dixon is our founder and chairman. He grew up in Yorkshire, so the Yorkshire Way comes naturally to him.

It’s not just Simon’s nature. He also nurtured his approach over more than 20 years as a fund adviser and discretionary fund manager in some of the world’s most active and challenging markets, such as Germany, Japan, South Korea, Thailand, and the UK. It’s not surprising that such expertise has earned him respect among both clients and his industry peers.

Simon’s worldwide experience taught him to think differently about investment management. He founded City House Investors in 2005 in order to bring that difference to every saver. In 2016 City House Investors were approved by the F.C.A. with discretionary investment management permissions, and launched its range of Alpha Manager discretionary model portfolios. 

About Our Process

We’re from Yorkshire. We like to keep things simple and straight forward. 

  • Firstly we use Dynamic Planner as our risk assessment and asset allocation tool.
  • Secondly we populate each asset class with FE Alpha Manager Rated Managers, then filter with FE Crown Rating and Morning Star Analyst Rating. If there is no Alpha Rated manager in a given sector we will revert to an index tracking fund.
  • Finally we review and adjust the our portfolios every quarter by using the steps above.

There are a few more details and refinements to the above but that is pretty much our process.

Initially we only offered our portfolios to our own clients, however as we have had increasing interest from other advisory firms to use our portfolios we have decided to make these available initially on Ascentic and Transact for use by other firms.

If you think what we have to offer might help your clients and your firm please contact Simon Dixon on 0344 858 0581 or simon.dixon@cityhouseinvestors.co.uk.

Simon Dixon - Investment management

"we say what we mean and we mean what we say"

Call us on 0344 858 0581

6B Josephs Well, Hanover Walk, Leeds, LS3 1AB     |     simon.dixon@cityhouseinvestors.co.uk