Bespoke
Portfolio
Service

Bespoke Portfolio Service

Our Bespoke Portfolio Service (BPS) is a discretionary investment management service which provides investors with a choice of three risk-rated diversified portfolios.

This covers a wide range of investment objectives, risk profiles and investment strategies to ensure portfolios are well diversified and in line with your clients chosen risk appetite and investment goals.

Mansard Capital Management utilises our investment team’s long standing expertise when assessing investment types such as (unit trusts, open ended investment companies (OEICs), investment trusts, exchange traded funds, structured products and cash). Unlike traditional managers who typically only invest in a combination of long-only equities, bonds and cash, -our service also incorporates alternatives managers that invest in property, commodities or specialist managers who have the ability to go long or short a given market.  

This provides investors with a greater level of diversification for each portfolio and allows for better risk-adjusted investment returns. Our partners will use the expertise of the dedicated investment team at Mansard to conduct in-depth research on each manager held within each portfolio. This is via stress testing each model to ensure that each position has limited correlation to each other and core equity or bond markets.
We believe that investment success comes from the disciplined application of a sound process, guided by a proven philosophy. Our time-tested philosophy lays the foundation for overcoming obstacles that often prevent investors from reaching their financial goals.

How do we work with our partners?

  • Initial meeting to understand your client’s needs.
  • Review your existing fund universe and allocation.
  • Build an approved fund list and maximum weighting.
  • Create three bespoke risk-rated portfolios.
  • On-going review meetings to enhance our service.

 

What support can we provide?

  • Dual branded literature explaining our partnership.
  • Critique existing or prospective client’s portfolios.
  • Quarterly Portfolio Summary and Webinars.
  • Risk Profiling tools and questionnaire.
  • Client Investment Management Agreement. 
  • Customised investment proposals for each client.

Multi-Asset Fund

Principal Asset Allocation uses dynamic allocation methodology, constructed using academic research to maximise risk-adjusted returns for investors.

Absolute Return Fund

Global Diversified Alpha invests in worldwide markets on a global thematic and opportunistic basis. Seeking to mitigate risk and deliver uncorrelated returns.

London Development Fund

The SELLAR Development Fund is a joint venture with Sellar Developments, globally recognised for delivering The Shard.

Bespoke Portfolio Service (BPS)

Our Bespoke Portfolio Service (BPS) is a discretionary investment management service, built in conjunction with our wealth management partners.

The Investment Manager, Mansard Capital Management Ltd. is authorised and regulated by the Maltese Financial Services Authority (MFSA Registration Number 50163).