Symphony

TAILORED TRADITIONAL ASSET MIX PORTFOLIOS

May be Suitable For
  • Investors who are looking for risk managed portfolios available to suit a wide range of objectives.


  • Investors looking for access to third party, institutional quality management.


  • Investors looking for cost effective and diversified portfolio construction, with a focus on the most liquid asset classes and funds.


Strategy Facts
Investing Style Traditional
Allocation Type Equity & Bond
Approach Diversified Portfolio of independent 3rd party funds
No. of Risk Profiles 5
Risk Profile Calibration Dynamic Planner; Finametrica
Holdings Universe UCITS funds
Currencies Available EUR/GBP/USD
Minimum Investment 50,000

STRATEGIC ASSET ALLOCATION DECISION MAKING


Stages of the typical business cycle

What can we expect from the economy and markets?



Source: J.P. Morgan Private Bank

Portfolio Construction Process

BUSINESS CYCLE ASSESSMENT

  • Our Investment Committee assess where each main market is in its business cycle to weight in favour of theose with an economic tailwind.
  • FUND
    RESEARCH

  • The team researches, screens and selects funds managers that we feel are best positioned to deliver outperformance.
  • RISK
    CONTROLS

  • Portfolios are constructed with tight risk controls to ensure that performance and volatility are aligned with a chosen risk category.
  • ONGOING MONITORING

  • Ongoing portfolio management means regularly reviewing portfolio consruction and underlying fund manager performance.
  • Asset Allocation*

    Symphony's asset allocation will be dependent on the investment profile selected. The below is a typical asset allocation for the Symphony 5 profile. The asset allocation is both risk profile and currency dependent.


    PORTFOLIOS AT A GLANCE

    We offer five levels of investment risk across the Symphony range to cater for those looking to maximise capital growth, those looking for capital preservation and for all those in between.


    PORTFOLIO EXPOSURES*
    Fund Name Holding
    Vanguard Global Bond Index 11.0%
    HSBC FTSE100 8.0%
    HSBC FTSE All Share Index 7.5%
    Marlborough Global Bond 6.0%
    Fidelity Index US P Inc 5.0%
    HSBC American Index 5.0%
    Schroder UK Corporate Bond 5.0%
    TB Evenlode Income B Inc 4.5%
    Aegon High Yield Bond 4.0%
    Cash 4.0%

    *All asset allocation and top holdings information is for illustrative purposes only. It is both investment profile and currency dependent. Please request any specific information from your ARIA representative or in the contact box below.

    WHY CONSIDER Symphony MPS PORTFOLIO STRATEGIES

    • Provides access to our discretionary management expertise and utilises our proven centralised investment process.

    • A globally diversified portfolio, gaining access to some of the world’s leading fund management talent.

    • An ongoing management solution, which will adjust your portfolio to keep on track with your longer term objectives.

    • Symphony MPS is available in a range of tax-efficient wrappers, including Individual Savings Accounts (ISAs), offshore bonds, and Self-Invested Personal Pensions (SIPPs) or in a General Investment Account (GIA).

    • Dynamic portfolio rebalancing ensures consistent adherence to risk profile and active management.


    GET IN TOUCH

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

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