As a discretionary investment manager we believe successful investing is founded on a thorough and robust intellectual framework for making investment decisions.
Prior to One Four Nine, the Management team successfully designed strategic asset allocation and risk models that grew to 1,000 clients with nearly £2 billion under management.
We provide access to several investment solutions to meet the varying needs of you and your clients.
Model portfolios
It is our belief that investors are loss averse not risk averse, but understand that not all managed funds are suitable for all clients. Our investment approach is focused on:
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We construct active, passive, sustainable and income versions of our portfolios whereby the asset allocation is decided by a trade-off between equities (the growth for returns) and non-equities (the diversification and loss protection). Through the creation of our own forecast models for each asset class we can predict the entire return distribution and understand the type of loss a portfolio may encounter in the future. The asset allocation of each portfolio is determined by maximising the forecasted return for a given level of risk.
Our model portfolios are maintained by an internal strategy group led by One Four Nine’s Chief Investment Officer and scrutinised by an external governance committee.
In accordance with the FCA’s rules, read our Regulatory Disclosures here.
In the meantime take a look at our latest active, passive, sustainable and income factsheets.
Factsheets
Defensive Model Factsheet
Cautious Model Factsheet
Balanced Model Factsheet
Growth Model Factsheet
Adventurous Model Factsheet
The value of investments and any income they produce can fall as well as rise. You may get back less than you invested.
