SELECTA

HIGH QUALITY GLOBAL EQUITY PORTFOLIOS

May be Suitable For
  • Investors who prefer to hold direct equities.

  • Clients who may have a regional equity bias

  • Clients who believe income will account for majority of equity return of total stock market returns going forwards

  • Investors who believe quality companies outperform over long term

Strategy Facts
Investing Style Global equities, Shareholder yield strategy
Allocation Type Equities
Approach Active
No. of Risk Profiles 2 (Progressive, Adventurous but single portfolio)
Risk Profile Calibration Dynamic Planner, Finametrica, Oxford Risk
Holdings Universe Global equities
Currencies Available Global Currency Exposure
Minimum Investment 100,000
Annual Management Charge 1.00%
Ongoing Charge Figure 0.85%
INTRODUCTION TO SHAREHOLDER YIELD

Shareholder Yield as an approach to identifying outperforming companies seeks to identify high quality management teams. It focusses on companies that has attractive yields and consider the 'buyback' programs that management teams are engaged with. Research shows that many companies who are buying back their shares are sending a message to the market that they feel the company is undervalued. We combine this analysis whilst then looking for other fundamental attributes to justify inclusion in the portfolio.


PORTFOLIO CONSTRUCTION PROCESS


Idea Generation

Systematic global selection process according to set criterion


Fundamental Analysis

In depth research to determine fundamental attractiveness


Portfolio Construction

Max. individual holdings exposure, global market and currency diversification


Active Monitoring

Stop loss discipline, and ongoing idea research

WHY CONSIDER Symphony MPS PORTFOLIO STRATEGIES

  • Offers an active management approach to building a global portfolio of high quality companies;

  • Brings global diversification, reducing 'home bias' risk or being exposed to the fortunes of a single stock market

  • Means a portfolio that can be held for the very long term, and possibly passed onto future generations

  • Regular fortnightly commentaries, provide updates on the portfolio and stock specific highlights

  • Available in a range of tax efficient accounts including Individual Savings Accounts (ISAs), Self Investmed Personal Pensions (SIPPs) and General Investment Accounts (GIAs)

PORTFOLIOS AT A GLANCE

Individual equity selection driven by proven quantitative approach
• Typically 10-12 holdings
• Likely to have a high degree of correlation with stock market direction
• Diversification: Global universe of equities with defined characteristics
• General stop loss rule, otherwise buy and hold


GET IN TOUCH

For more information and answers to any questions you may have, please contact us.

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