Our aim is always to find the right investment-only solutions for each of our clients, helping to meet the strategic investment objectives of trustees.
Our platform is the ideal vehicle for providing that service, with many great options to diversify your investment portfolio, including access to blended and white-labelled funds, Target Dated Funds (TDFs), Exchange Traded Funds (ETFs), Environmental, Social and Governance Funds (ESGs), LDI, private market assets and much more.
The bespoke option — blended funds
Our blended fund capability allows you and your trustees to create a single investment solution from a selection of best-in-class funds for each asset class.
If you're seeking to diversify those investments even further, we'll help you create a combination of several blended funds, giving you consistency across the fund range and meeting your specific investment needs.
Blended funds offer a flexible structure that allows changes to be made when needed, with minimal impact on members and administrators.
Rebalancing your funds
Investments and investment performance can change over time.
That’s why we put a rebalancing strategy in place for each blended fund. Based on a combination of regular tolerance checks on the underlying funds and cashflows in and out, their aim is to rebalance the fund back to its target allocation.
These strategies can help reduce transaction costs for members, and make sure your blended fund stays on track.
Make an enquiryAsset transitions
If your investment strategy changes, we can provide dedicated transition support, led by a team of experts.
With extensive experience managing sizeable and complex transitions for our trust-based clients, we’ll ensure that the critical success factors for each project are met while minimising the impact of change on members and administrators.
As part of Phoenix Group, we can also offer pre-funding for asset transitions to mitigate out-of-market exposure and minimise risk.