We use P1's off-the-shelf passive asset-trackers. At 0.08% the cost is hard to knock, but this isn't a case of getting what you pay for, our clients have seen great performance and we've had excellent service, all for little expense.
Georgie Warren
Partner - The Investment Partnership
Model Portfolios
Defaqto-rated model portfolios
Our ranges cover active, passive, income and ethical strategies across a spread of risk levels. Every portfolio is built on StrataFolio, our own investment methodology, so the same process sits behind each client whichever range they are in.
Tailored Portfolios
Tailored Portfolio
Service
Choose how many portfolios you offer, adjust the asset allocation inside each one and combine investment styles to suit your clients. Your firm's name can go on the portfolios and factsheets.
New to the UK
P1 PIMCO Retirement Income Portfolios
Our Retirement Income Portfolios, built in partnership with PIMCO, are designed for clients drawing an income rather than building wealth. PIMCO actively manages the fixed income while low-cost passive funds provide the equity exposure, and we handle implementation, rebalancing and quarterly oversight across four models: Conservative, Balanced, Moderate Growth and Growth.
