Whether your clients are looking to invest for growth or income, the Atlas Portfolios can offer a good all-round solution. Our focus is on quality, diversification, cost control, and a clear approach to how much risk your client is taking.
There are five Growth Portfolios, each managed to a specific risk profile, so you can choose a Portfolio that suits your client, depending on how much risk they are prepared to take.
There is also an Income Portfolio, which aims to achieve a minimum target level of income of 4%, as well as some capital growth, regardless of market conditions.
Although the Portfolios have their own objectives, they all take the same approach in achieving those objectives:
- Diversification across different asset classes and geographies so that your client can benefit from opportunities that arise in different places and in different market conditions
- Clarity over the amount of return they can expect for a given level of risk (for the Income Portfolio, we specify a target risk range)
- Access to the highest quality of Funds
- Some of the lowest charges and fees on the market
- Peace of mind that your clients’ investment is being closely monitored and managed every day, to a clear set of objectives