High quality funds
Exchange-traded funds are very popular tools used by an array of investors, from institutional investors and hedge funds to pension schemes and private clients. For each asset class in our own portfolios, we choose the funds that offer the best mix of performance, quality and value for money. This way we’re able to bring the average fund cost down across our fully managed, fixed allocation and socially responsible portfolios.
Every £1 is put to work as efficiently as any £10,000 would be, while we reinvest any dividends across the entire portfolio. Other providers tend to trade ETFs in lots of one share, which, given that some ETFs cost well over £100 per share, makes building a diversified portfolio tricky. We do things a little differently. We can hold a small fraction of one share, on your behalf, which means we can own pennies in any ETF and make global diversification effective at any portfolio size.
Collective buying power
We specialise in building portfolios using ETFs and use our clients’ collective buying power to get the best prices when buying and selling. We bulk together our trades to create economies of scale, and our in-house trading team deals directly with specialist ETF 'market makers' across Europe in order to find the best possible prices. We don’t pay or charge commission and we match deals between clients selling and clients buying to reduce trading further. This process means our portfolios benefit from savings that aren’t available to ordinary investors.