Welcome to In Partnership where proven investment methodology and performance is paramount
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Portfolios managed by experienced Investment professionals
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A long-term investment methodology that is globally focused with a multi-asset approach at its core
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Risk rated portfolios that have a proven performance track record
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Accumulation, passive and income portfolios designed for clients in or approaching retirement
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Defined processes that regularly consider Performance, Volatility, Fund correlation and ESG metrics for all component funds.
In Partnership Model Portfolios
At In Partnership we offer a range of Model Portfolios constructed to deliver investment returns based on a client’s attitude to risk. This enables an adviser to easily assess and recommend our portfolios, having determined a client’s risk profile and investment objectives and capacity for loss.
Our portfolios use a multi-asset approach at their core to ensure portfolio diversification and optimal investment return.
We constantly monitor the cost and performance of our Model Portfolios and will make changes where appropriate.
Accumulation Portfolios
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To meet the investment aspirations of Moderately Cautious investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and provide a consistent, low risk return.
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To meet the investment aspirations of Balanced investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to diversify risk and provide capital and income returns.
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To meet the investment aspirations of Moderately Adventurous investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with generally a higher equity exposure to increase investment returns. The selected funds are slightly more growth orientated.
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To meet the investment aspirations of Adventurous investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with a high equity content to increase investment returns. The selected funds are focused upon long term growth.
Income Generating Portfolios
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To meet the investment aspirations of Moderately Cautious investors who wish to protect their capital whilst generating an income in excess of cash, we use a risk based, multi asset approach as its central theme with a strategic emphasis on those funds that have demonstrated the ability to protect capital and generate a consistent investment return over the long term.
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To meet the investment aspirations of Balanced investors who wish to protect their capital but also generate an additional level of income and some capital growth, we use a risk based, multi asset approach as its central theme with a strategic emphasis on those funds that have demonstrated the ability to generate a consistently higher level of investment return over the long term whilst minimising investment volatility.
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To meet the investment aspirations of Moderately Adventurous investors who wish to generate an additional level of income and capital growth, we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with generally a higher equity exposure to increase investment returns. The selected funds are both income and growth orientated in the long term.
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To meet the investment aspirations of Adventurous investors who wish to generate an additional level of income and capital growth, we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with a high equity content to increase investment returns. The selected funds are focused upon long term growth as well as a high level of income yield.
Passive Portfolios
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To meet the investment aspirations of Moderately Cautious investors who prefer to use passive investments we use a risk based, multi index approach as its central theme with a strategic emphasis on Global indexed investment mandates to diversify risk and provide capital and income returns.
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To meet the investment aspirations of Balanced investors who prefer to use passive investments we use a risk based, multi index approach as its central theme with a strategic emphasis on Global indexed investment mandates to diversify risk and provide capital and income returns.
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To meet the investment aspirations of Moderately Adventurous investors who prefer to use passive investments we use a risk based, multi indexed approach as its central theme with a strategic emphasis on Global indexes to further diversify risk and provide capital growth.
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To meet the investment aspirations of Adventurous investors who prefer to use passive investments we use a risk based, multi indexed approach as its central theme with a strategic emphasis on Global indexes to further diversify risk and provide capital growth.
Profit from our expertise
Our Model Portfolios are proven in delivering first-class, cost-effective, risk-rated returns.
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The In Partnership Investment Committee manages portfolio construction and decision-making. The Committee membership has extensive investment expertise and is assisted by a team of dedicated investment professionals.
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Clients are key, so In Partnership has a defined focus upon Financial Advisers and their clients. To make sure our models continue to meet client needs, the Investment Committee consists of investment and financial advice professionals who assist in the portfolio design and investment strategy.
Profit from the tried and tested
Each Model Portfolio has been run on an advisory basis for more than five years.
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We run our models on a discretionary basis in order to retain the investment objectives and ethos that are proven to be successful for both advisers and their clients.
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Our Model Portfolios align seamlessly with a client’s responses to an ‘attitude to risk’ assessment. Advisers can therefore be confident that the relevant Model portfolio will match their client risk profile.
Profit from our range, objectives and methodologies
Our Model Portfolios provide effective returns that advisers can confidently recommend to their clients.
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At the core of each Model Portfolios is a global, multi-asset investment methodology that diversifies risk and delivers strong performance. Component funds are selected from the researched and approved list of approved network funds and are aligned to Synaptic Risk Ratings.
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The In Partnership Model Portfolios are constructed for a long term investment strategy and long term performance. We therefore evaluate a number of criteria in our portfolio construction including performance, drawdown, volatility, ESG ratings and cost, as well as correlation with the component funds in each Model Portfolio.
In addition, our Model Portfolios for Clients in Retirement specifically consider capital preservation and fund volatility. You can be assured that In Partnership understands the varying needs of clients over the course of their investment lifetime.
Our range of Model Portfolios are risk rated as follows:
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Accumulation Models
Risk Rated 2-5
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Passive Models
Risk Rated 2-5
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Income Models
Risk Rated 2-5
** Risk ratings based on Synaptic Risk Ratings
A team of expertise
The team at In Partnership has been carefully chosen to embrace a depth of knowledge and experience throughout the financial marketplace. And, of course, we couldn’t do it without our fantastic support staff.