Managed Portfolio Service

The Cambridge Managed Portfolio Service provides the clients of financial advisers access to our discretionary fund management service. We manage diversified, actively managed investment portfolios, built around investors’ aims, risk profiles and investment style.

With the Cambridge Managed Portfolio Service, there’s no need for investors to track the market or make difficult investment decisions themselves. We do that for them, in close partnership with  your financial adviser.

We offer five portfolio ranges to suit all investment styles. Each contains up to six risk rated diversified portfolios, all invested in a range of underlying funds. Creating investment portfolios in this way allows us to spread risk across different asset classes.

We also offer ethical portfolios across all risk profiles, since this is becoming a more important issue for many clients. This option combines positive and negative investment screening, to help investors make a positive difference to our society and environment.

We work with financial advisers, who play a key role in agreeing with their clients which Cambridge investment strategy is best suited to their needs. Cambridge provides the ongoing investment management, adjusting allocations in the portfolios when the time is right.

MAXIMUM FLEXIBILITY FOR THE BEST POSSIBLE RETURNS

With your adviser we begin by understanding an investors’ investment needs, performing extensive research and building appropriate portfolios.

Then we monitor their suitability and investment performance on an ongoing basis. Through constantly exploring new investment opportunities and avoiding over-valued asset classes, we look to offer better returns by making portfolios more flexible, responsive and cost effective.

A WORD ABOUT RISK

As with any investment, there are no guarantees. Past performance can be useful, but it isn’t a guide to the future and investments’ value can go up or down. This is why it’s essential that investors risk profiles and investment requirements are agreed before using our service.