Hilbert Investment Solutions is offering income seeking investors an alternative way of generating returns by providing a portfolio management service based on structured products.
The defensive income portfolio will be managed by Hilbert with the aim of providing an eight percent return paid quarterly. The portfolio is described as ‘defensive’ because it aims to preserve capital in falling markets providing the reference indices do not fall by more than 40% within each structured product within the portfolio.
The defensive income portfolio will be available in the UK and France. UK investors will invest through direct investment, ISA or SIP while French investors will invest through a life insurance policy.
Independent industry experts Future Value Consultants (FVC) will undertake research and provide ongoing quarterly reports and risk analysis for IFAs.
Hilbert founder Steve Lamarque said, “At a time when IFAs and other wealth advisers are seeking income for clients, I’m pleased to offer a viable alternative to existing propositions in the market. We have seen increasing demand from clients in the UK for income and I am confident that we can provide good returns while allowing investors access to liquid markets and diverse opportunities through the structured product market place”.
FVC founder Tim Mortimer said, “Structured products have a lot of benefits for investors but it is important that they are properly put together and that their characteristics are understood. I therefore believe that Hilbert are offering a great solution to this problem and that they have a team of experienced professionals available to constantly manage the investment process”.