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Model Portfolio Factsheets
Aviva Model Portfolio Factsheets

From August 2017, we are no longer producing a separate range of Factsheets for our Model Portfolios on the Aviva platform given the holdings in our Model Portfolios on the Aviva platform now match the holdings in our Model Portfolios on other platforms.

 

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Model Portfolio Service

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Hawksmoor has been at the forefront of the development of risk-based Model Portfolios, working in partnership with many of the leading adviser platforms since 2009.

 

The key benefits of the Model Portfolio Service to advisers and their clients include:

Advisers can outsource investment management to Hawksmoor while retaining custody of assets on their chosen platform or ‘wrap’, facilitating holistic financial planning for their clients. They also retain control of the relationship with their clients and responsibility for the suitability of their investments: Hawksmoor simply manages the investments at arm’s length.

Advisers and their clients don’t need to follow a cumbersome advisory investment process – Hawksmoor manages the model portfolios on a discretionary basis.

Our active portfolios are independently rated by Distribution Technology, Synaptics and Defaqto to assist advisers with risk-mapping and ensuring the suitability of their clients’ investments.

Hawksmoor’s annual charge for the Model Portfolio Service is just 0.3% + VAT.

Our investment process is designed to be robust, consistent and reliable, so that the adviser can have confidence in the suitability of our risk-rated Model Portfolios as an investment solution for their clients.

Hawksmoor provides regular Factsheets and updates on the composition of the Model Portfolios, as well as their performance against the relevant benchmarks. Also, the advisers are able to have access to the Managers to discuss investment strategy and the positioning of the portfolios.

The key features of our Model Portfolios and their external risk ratings are as follows:

This portfolio is designed for investors who are only prepared to accept very limited risk to capital from investing in financial markets and are therefore more willing to accept a lower return. The portfolio will be actively managed and diversified across global financial markets, however in order to reduce the risk of capital losses, an emphasis will be placed on fixed interest holdings and certain other defensive assets. An important way risk will be limited in the portfolio will be to have a maximum exposure to equities of 35% and a minimum allocation to fixed interest and cash of 45%. The portfolio is mainly invested in funds managed by highly regarded specialist managers who are experts in a particular field.

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This portfolio is designed for investors prepared to accept some risk from investing in financial markets, but who are content to target more modest returns in exchange for a lower risk approach. The portfolio provides an actively managed and diversified spread of investments giving access to opportunities across global financial markets. However, while being actively managed in its asset allocation, the portfolio will have a minimum allocation to equities of 20% and a maximum of 50%, together with a minimum allocation to fixed interest and cash of 30%. The portfolio is mainly invested in funds managed by highly regarded specialist managers who are experts in a particular field. These funds combine together to provide broad exposure to global markets together with a focus on areas chosen for their potential either to enhance the returns achieved from the portfolio or to lower its overall level of risk.

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This portfolio is designed for investors with a moderate risk profile seeking reasonable rates of total return over the long term, some of which will come by way of income. The portfolio provides an actively managed and diversified spread of investments giving access to opportunities across global financial markets. However, while being actively managed in its asset allocation, the portfolio will have a minimum allocation to equities of 40% and a maximum of 70%, together with a minimum allocation to fixed interest and cash of 20%. The portfolio is mainly invested in funds managed by highly regarded specialist managers who are experts in a particular field. These funds combine together to provide broad exposure to global markets together with a focus on areas chosen for their potential to enhance the returns achieved from the portfolio.

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This portfolio is designed for investors who are prepared to accept an above average level of risk in seeking a high rate of total return over the long term. The portfolio provides an actively managed and diversified spread of investments giving access to opportunities chosen from across global financial markets. However, while being actively managed in its asset allocation, the portfolio will have a minimum exposure to equities of 60% and a maximum of 90%. The portfolio is mainly invested in funds managed by highly regarded specialist managers who are experts in a particular field. These funds are selected so that in combination they provide broad exposure to global markets together with a focus on areas chosen for their potential to achieve strong returns.

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This portfolio is designed for higher risk investors looking to maximise long term returns on their investment from investing in financial markets and who are able to tolerate frequent and sometimes significant fluctuations in the value of their investment in the short term. The portfolio provides an actively managed and diversified spread of investments giving access to opportunities across global financial markets. This unconstrained portfolio will have a high exposure to equities particularly in overseas markets and specialist asset classes that exhibit the best potential for growth over the long term. The portfolio is mainly invested in funds managed by highly regarded specialist managers who are experts in a particular field.

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This portfolio is designed for investors whose priority is to achieve an attractive level of income from their investments and who are prepared to accept a moderate level of risk in doing so. However, while being actively managed in its asset allocation, the portfolio will have a minimum exposure to equities of 40% and a maximum of 70%, together with a minimum allocation to fixed interest and cash of 20%. We aim for the overall yield on the portfolio to be higher than that available from a composite index of financial assets and we believe a diversified approach to asset allocation will enhance the opportunities to produce an attractive income yield, and offer good prospects for capital growth.

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The Model Portfolios are available on the following platforms:

ascentric
aviva
novia
standard-life
transact