Our Preservation range seeks to protect and grow our clients’ wealth placing a strong focus on wealth preservation, avoiding irrecoverable losses along the way.
Portfolios are available in GBP, USD and Euro across three risk categories. Our preservation portfolios take a global, multi-asset approach, with a dynamic view on asset selection, strategy mix, portfolio construction and security selection.
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Our Generation strategy combines the benefits of an actively managed approach with the use of low-cost passive assets.
The range consists of three risk-rated market directional portfolios that look to grow the real value of capital over the longer term. The service offers lower annual fees through its passive orientation accommodating the more cost-conscious clients.
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Our portfolios are:
Both our Preservation and Generation strategies are managed on a discretionary basis using our intelligence led, technology powered, pioneering investment process. Our management fee covers all aspects of managing your portfolio in accordance with your attitude to risk and personal objectives. There are no minimum fees, dealing and commission charges, third party brokerage charges, set-up and exit fees or transfer in or out charges (bank charges may apply). We stand by our performance and will never charge a performance fee.
You can add regular monthly payments or top-up your portfolio with a one-off payment. You may also withdraw at any time without penalty. All of this can be done through the client portal where you can self service your account.
All assets have gone through a rigorous selection process integrating environmental, social and governance (ESG) screening at the early stages of fund selection.
We are unconstrained in our approach. We do not hug arbitrary benchmarks or allocate assets in pre-determined proportions based on outdated, rigid practises. Our portfolios are developed through a rules-based, global multi-asset approach.
Investing with Affluity is easy through our fully digital, online application. We ask you a few questions to find out what type of investor you are and match you with a strategy that specifically meets your goals. No cumbersome paper forms and no need to post us anything. Interested in investing with us? Sign up here