GAM’s Model Portfolio service has reached £1bn in assets under management (AUM), as at 31 May 2017.
The model portfolio range, launched in the fourth quarter of 2012, and managed by Charles Hepworth and James McDaid, is made up of five actively managed, risk-rated portfolios designed to match clients’ needs, be they conservative or growth-oriented.
The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies. They aim to deliver consistent returns over the full investment cycle with limited volatility through diversification.
The most popular product of the range, GAM MPS Balanced Portfolio, aims to deliver a balance of capital protection and participation in equity market growth. Since inception on 1 October 2012, GAM Star Balanced – Institutional GBP Accumulation has delivered annualised returns of 8.3% net of fees, as at 31 May 2017.
Charles Hepworth, investment director, said: “Our model portfolio range brings together the knowledge of the world’s top managers across a range of asset classes with our view of how markets and assets are performing. This combined expertise allows us to build portfolios that reflect the right levels of risk and return for our clients.”