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Carmignac launches UK-model portfolios

Published on
7 February 2022
Read time
2 minute(s) read

Carmignac has partnered with SimplyBiz to launch the bespoke range of model portfolios, designed specifically for advisers’ use. We have also partnered with Hymans Robertson, who have licensed the models to form part of their range of risk-controlled solutions, and RSMR Portfolio Services Limited as our Discretionary Fund Manager.

Striking the right balance: four diversified model portfolios to meet clients’ risk appetites

These model portfolios have been designed to cater to the investment objectives and risk appetites of different types of investors – from prudent clients to those willing to take more risk for potentially higher returns.

The core characteristic of Carmignac Risk Controlled MPS portfolios can be summed up by balance. As well as reflecting the culture of our asset management principles, we have conscientiously structured these portfolios to be resilient for the medium and long term – minimising volatility while building consistency.

Across our four Carmignac Risk Controlled MPS portfolios, we have carefully diversified the fund mixes to ensure that active decisions on behalf of our clients are tempered by value-led passive strategies. This way we can maximise stability but not at the expense of hard-fought returns.

Model Portfolio 4

aims to achieve capital growth in excess of the target benchmark (CPI +2% per annum) over the medium to long-term through investment in collective investment funds providing exposure to equities (UK and international), fixed income (government and corporate), property and cash with an overall balance of lower risk and higher risk asset classes.

Model Portfolio 5

aims to achieve capital growth in excess of the target benchmark (CPI +3% per annum) over the medium to long-term through investment in collective investment funds providing exposure to equities (UK and international), fixed income (government and corporate), property and cash with a slight bias overall towards higher risk asset classes.

Model Portfolio 6

aims to achieve capital growth in excess of the target benchmark (CPI +3.5% per annum) over the medium to long-term through investment in collective investment funds providing exposure to equities (UK and international), fixed income (government and corporate), property and cash with an overall bias towards higher risk asset classes.

Model Portfolio 7

aims to achieve capital growth in excess of the target benchmark (CPI +4% per annum) over the medium to long-term through investment in collective investment funds providing exposure to equities (UK and international), fixed income (government and corporate), property and cash with a distinct bias overall towards higher risk asset classes.

In building these, Carmignac has applied an active approach to ensures clients’ objectives are front of mind, while meeting strict pricing constraints – all under independent oversight from the risk consulting firm, Hymans Robertson.

We believe this is a unique, tailored solution that’s rare to find in the market –with each portfolio combining respected external funds as well as Carmignac’s own to draw attractive results from the market. As responsible and sustainable investment practice is a central expectation of most investors today, Carmignac uses strict ESG metrics to ensure that the investments they pick meet high social and governance standards.

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Model Portfolios to meet Individuals' investment objectives
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This is a marketing communication: This material was prepared by Carmignac Gestion and/or Carmignac Gestion Luxembourg and is being distributed in the UK by Carmignac Gestion Luxembourg UK Branch (Registered in England and Wales with number FC031103, CSSF agreement of 10/06/2013).
The information contained in this document is provided to professional advisors for information purposes only and must not be communicated to any other person. It does not constitute personalised investment advice and must not be treated as a recommendation or an offer or solicitation for investment.
The Discretionary Fund Manager of the model portfolio is RSMR Portfolio Services Limited, a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE. RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. © RSMR 2021. RSMR is a registered Trademark. Carmignac Gestion Luxembourg is the asset allocation adviser of RSMR for the construction of the model portfolio and does not have investment discretion over, or place trade orders for, any portfolio or account derived from this information.
Investing involves risk. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less than they invest. The market value of, and the income derived from, the model portfolio may fluctuate in accordance with the values of the investments held by the portfolio, exchange rates between sterling and the currencies in which underlying investments are denominated, and other market conditions. Costs and charges are detailed in the most recent
factsheet for each Model Portfolio. We cannot guarantee Defaqto risk ratings will remain static. The model portfolio is mapped against a selection of third-party risk profiling tools to assist advisers as part of suitability assessments for clients. Such tools are however only one aspect of an adviser’s suitability process and other such as the clients’ investment term/horizon and knowledge and experience should also be considered.