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Why recommend the Atlas Portfolios?

Our award-winning Atlas Portfolios give you and your clients:

  • A choice of five Growth Portfolios and one Income Portfolio, all UK-regulated, and each managed within a volatility range over the long term
  • A low-cost, transparent charging structure. An annual management charge of 0.4% and an OCF capped at 0.99%. No entry or exit charges
  • An actively managed solution to improve returns through the use of active and passive building blocks
  • Portfolios diversified and dynamically managed across core global asset classes, including equities, bonds and alternatives
  • Investment integrity through an unfettered proposition that provides access to best-in-class investment managers
  • An Income Portfolio that takes a diversified approach to income enhancement, using a combination of manager selection, asset allocation and investment strategies, including using derivatives to enhance income and protect against market downturns. It also limits investment in illiquid assets
  • Clear client outcomes provided by Moody’s Analytics, one of the UK’s leading risk analytics companies
  • Independently risk-profiled by Distribution Technology (DT) and Defaqto (Growth Portfolios only)


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