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Wealth firm launches structured product MPS

Wealth firm launches structured product MPS

James Brearley & Sons has partnered with structured product specialists Cube Investing to launch a managed portfolio service.

The new service provides advisers with access to three portfolios, made up of structured products.

The cautious return portfolio will invest in kick-out plans and fixed term products, and aims to deliver an annual return of between 6% and 8%, with volatility below 10%.

The cautious income fund will hold regular coupon products targeting an annual yield of 6%-8%, paid quarterly.

Meanwhile, the balanced growth fund offers a broader geographic exposure, aiming for annual growth of 7%-10% with volatility below 15%.

The minimum investment is £10,000 and the products carry an initial charge of 0.5%, with an annual fee of 1%. The funds have no dealing charges.

The portfolios all have daily liquidity and are risk-graded, with each portfolio holding between eight and 12 underlying products. They are available directly from James Brearley and through most Sipp providers.

James Brearley director David Hannis (pictured) said the proposition sits between cash and equities and will be focused, but diversified.

He said: ‘In the portfolios, there is an ability to see through and look at each product and get an understanding of how it works, what it’s going to pay. There is greater visibility within the portfolio than in absolute return funds.’

James Brearley will provide the investment management and administration of the portfolios, while Cube, led by chief executive David Stuff, will serve as distributor and provide quantitative product analysis.

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