The Select Portfolio Management Service is a range of fifteen discretionary managed investment portfolios designed to suit a variety of investment objectives and risk tolerances.
Explore Select Portfolio Management
Is Select right for you? Take time to explore the service in more depth, then speak to one of our financial advisers for an informed, personalised view.
Play Video
1
INDEPENDENT ADVISERS
Experts on hand to help you choose the right investment strategy for your needs.
2
TAILORED ADVICE
Investment advice that takes into account your individual goals and unique circumstances.
3
WE DO THE WORK FOR YOU
Ongoing investment management, discretionary or advisory, to ensure your goals are achieved.
Use our quick checker to explore the range, then speak to an adviser to find the right one for you.
We have
15 portfolios
What are your priorities?
Select an option:
Higher Income.You seek the maximum amount of current income within your given risk tolerance and are willing to forgo capital growth to achieve a higher level of current income.
Capital Growth.Your primary goal is to grow your capital and not to provide current income.
Ethical. You want to be sure that your capital is invested responsibly and in line with your moral philosophy, while always taking into consideration your need for capital growth, income, or both.
ESG. You are looking to invest sustainably and responsibly by taking into consideration a wide range of ESG criteria.
How do you feel about risk?
Select an option:
Cautious.You do not generally like to take risk with your money but you are willing to take limited investment risk to your capital in over a medium to long-term time horizon. Whilst recognising that investment values will change you would feel very uncomfortable if your investments rose and fell in value very rapidly.
Balanced.You understand that you will have to take some investment risk in order to be able to meet your long-term goals. You can potentially suffer some loss of value on your investment. Whilst recognising that investment values will change, you may feel uncomfortable if your investments rose and fell in value very rapidly.
Moderately Adventurous. You are comfortable taking investment risk in order to be able to meet your long-term goals. You can potentially suffer some loss of value on your investment, particularly in the short-term and you may not get back the full amount you invested. You accept fluctuations in the value of your investments are likely and this does not concern in the short-term.
Adventurous.You may be willing to consider taking a higher level of risk with your money and understand that it is an important principle in terms of generating long-term returns. You may not get back the full amount you invested and a high proportion of your money is at risk. You accept fluctuations in the value of your investments are likely and this does not concern in the short-term.
Speculative. You are willing to accept the risk of very considerable loss of capital to potentially gain significantly higher returns. You have made high risk investments in the past and are aware that a very high proportion of you capital is at risk. In order to achieve high returns, you fully accept regular and sometimes significant changes in the value of your investments.
Illustrative Portfolio
SELECT CAUTIOUS HIGHER INCOME
Typical Asset Allocation:
8%
UK Equities
19%
Global Equities
58%
Fixed Interest
15%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide a risk adjusted, relatively high income and modest capital growth over the long-term. It can invest up to 35% in equity funds with the balance diversified across other asset classes to reduce risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT BALANCED HIGHER INCOME
Typical Asset Allocation:
16%
UK Equities
33%
Global Equities
39%
Fixed Interest
12%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide a relatively high income and modest capital growth over the long-term. It can invest up to 60% in equity funds with the balance diversified across other asset classes to reduce risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT CAUTIOUS CAPITAL GROWTH
Typical Asset Allocation:
8%
UK Equities
19%
Global Equities
58%
Fixed Interest
15%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide attractive, risk adjusted capital growth over the long-term. It can invest up to 35% in equity funds with the balance diversified across other asset classes to reduce risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT BALANCED CAPITAL GROWTH
Typical Asset Allocation:
16%
UK Equities
33%
Global Equities
39%
Fixed Interest
12%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide attractive capital growth over the long-term. It can invest up to 60% in equity funds with the balance diversified across other asset classes to control risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT MODERATELY ADVENTUROUS CAPITAL GROWTH
Typical Asset Allocation:
24%
UK Equities
42%
Global Equities
26%
Fixed Interest
8%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide attractive capital growth over the long-term. It can invest up to 80% in equity funds with the balance diversified across other asset classes to control risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT ADVENTUROUS CAPITAL GROWTH
Typical Asset Allocation:
31%
UK Equities
55%
Global Equities
11%
Fixed Interest
3%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio is focused towards providing enhanced long-term capital growth. It can invest up to 100% in equity funds, focusing predominantly on providing a globally diversified portfolio of stock market investments with limited exposure to other asset classes to control risk when appropriate.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, commodities, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT CAUTIOUS ETHICAL
Typical Asset Allocation:
6%
UK Equities
21%
Global Equities
60%
Fixed Interest
13%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide attractive, risk adjusted capital growth over the long-term. It can invest up to 35% in equity funds with the balance diversified across other asset classes to reduce risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT BALANCED ETHICAL
Typical Asset Allocation:
8%
UK Equities
41%
Global Equities
42%
Fixed Interest
9%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide attractive capital growth over the long-term. It can invest up to 60% in equity funds with the balance diversified across other asset classes to control risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT MODERATELY ADVENTUROUS ETHICAL
Typical Asset Allocation:
12%
UK Equities
55%
Global Equities
25%
Fixed Interest
8%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to provide attractive total returns through income generation and capital growth. It can invest up to 80% in equity funds with the balance diversified across other asset classes to reduce risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT ADVENTUROUS ETHICAL
Typical Asset Allocation:
14%
UK Equities
74%
Global Equities
12%
Fixed Interest
Portfolio aim:
This portfolio aims to provide enhanced total returns through income generation and capital growth. It can invest up to 100% in equity funds, focusing predominantly on providing a globally diversified portfolio of stock market investments with limited exposure to other asset classes to control risk when appropriate.
Illustrative Portfolio
SELECT CAUTIOUS ESG
Typical Asset Allocation:
6%
UK Equities
21%
Global Equities
60%
Fixed Interest
13%
Alternative*
*Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to produce above average total returns by investing in assets targeting income and capital growth. It can invest up to 35% in equity funds with the balance diversified across other asset classes to reduce risk.
*Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT MODERATELY ADVENTUROUS ESG
Typical Asset Allocation:
12%
UK Equities
55%
Global Equities
25%
Fixed Interest
8%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to produce above average total returns by investing in assets targeting income and capital growth. It can invest up to 80% in equity funds with the balance diversified across other asset classes to reduce risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT BALANCED ESG
Typical Asset Allocation:
8%
UK Equities
41%
Global Equities
42%
Fixed Interest
9%
Alternative*
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Portfolio aim:
This portfolio aims to produce above average total returns by investing in assets targeting income and capital growth. It can invest up to 60% in equity funds with the balance diversified across other asset classes to reduce risk.
* Alternative: this component of the asset allocation will typically consist of funds that provide exposure to diversifying asset classes such as property, infrastructure and absolute return strategies.
Illustrative Portfolio
SELECT ADVENTUROUS ESG
Typical Asset Allocation:
14%
UK Equities
74%
Global Equities
12%
Fixed Interest
Portfolio aim:
This portfolio aims to produce above average total returns by investing in assets targeting income and capital growth. It can invest up to 100% in equity funds, focusing predominantly on providing a globally diversified portfolio of stock market investments with limited exposure to other asset classes to control risk when appropriate.
Illustrative Portfolio
SELECT SPECULATIVE CAPITAL GROWTH
Typical Asset Allocation:
15%
UK Equities
34%
Developed Market Equities
28%
Asian & Emerging Market Equities
23%
Specialist Equities
Portfolio aim:
This portfolio aims to produce above average returns by investing in assets targeting capital growth, some income generation is possible.
Our dedicated team of experienced investment professionals is responsible for creating and managing our range of discretionary portfolios, ensuring that each portfolio maintains to its stated risk profile and achieves its investment objective.
Jonathan Horsfield
Chief Investment Officer. Has been working in multi-asset investments since he joined the industry in 2006.
Ben Willis
Head of Investment Management (CdV) & Sustainability and has overall responsibility for Chase de Vere’s fund research and the ongoing delivery of the Bespoke Fund Lists.
Mark Owen
Head of Discretionary Investment Management. Responsible for asset allocation, investment selection and management of the multi-asset risk-managed portfolios.
Justine Fearns
Senior analyst, with over twenty years’ experience in financial services.
Linzi Reed
Investment Operations Analyst, with over 17 years of experience in Financial Services.
Sue Williamson
Responsible for operational and administrative support with twenty five years’ experience working in financial services.
Speak to an adviser
If you want to learn more about our Select Portfolio Management services and whether or not it is a good choice for you, our advisers can help. Book your appointment below to get started.
