The models are closely aligned to the industry-standard multi-asset WMA benchmarks, allowing them to fit seamlessly into advisers’ client profiling.
Having invested in advanced portfolio analytics, the strategy of Alpha: r² is crafted with risk management at its core and is led by Gary Waite and Andrew Morgan. Drawing on their backgrounds in institutional fund management, the portfolio managers’ approach to risk encompasses three parts:
As well as formal risk control and analysis on each model for example VaR, Information Ratio and Tracking Error, the portfolios are also subject to 'informal' risk controls regarding trigger events such as management changes, automatic stop-loss reviews and corporate actions.
The managed portfolios are not prescriptively rebalanced on a monthly or quarterly basis, rather, the managers will invest in line with their economic and market views, and position the portfolios accordingly.
Clients choose from five risk profiles, with two 'Higher Income' variants available:
In addition to the standard models, Alpha: r² offers an Ethical model where the asset allocation is aligned to the WMA Income benchmark.
These services are only available through intermediaries. If you are a professional adviser and would like more information or an Agent Terms of Service and Business, please call 0800 160 1608 or email [email protected]
If you would like to locate a professional adviser, please visit www.unbiased.co.uk
As well as GIAs, Alpha: r² is obtainable in a range of tax-efficient forms, such as ISAs, offshore bonds and SIPPs.
It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.