Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play On the Road Challenge: Clay pigeon shooting with Thesis' Lansdowne

On the Road Challenge: Clay pigeon shooting with Thesis' Lansdowne

Eleanor Mahmoud goes clay shooting at the National Clay Shooting Centre with Sam Lansdowne from Thesis Asset Management

Play AA-rated Flood on gov't bonds: 'the maths doesn't add up'

AA-rated Flood on gov't bonds: 'the maths doesn't add up'

He also addresses why his Newton Multi-Asset Income fund has such a high cash weighting and why he sees renewables as such a good opportunity.

Play AAA-rated Ali: Identifying the peripheral European plays

AAA-rated Ali: Identifying the peripheral European plays

Citywire AAA-rated Tawhid Ali thinks that plenty of good stocks in the European periphery are being thrown out with the proverbial bath water.

Read More
Your Business: Cover Star Club

Profile: 'for the first time since 1981, I have to watch politics'

Profile: 'for the first time since 1981, I have to watch politics'

James Hambro & Partners’ William Francklin says he is having to factor politics into his thinking for the first time in his 36-year career

Wealth Manager on Twitter