Copia’s Select Blended portfolio range has been designed to grow and preserve capital over the medium-to long-term by investing in a blend of active and index tracking funds. These portfolios have been designed for your clients with long term investment horizons, where there is a need for a portfolio diversified across multiple asset classes and geographies with different risk return profiles relative to global equity risk.
Long term growth (wealth accumulation)
Grow and preserve capital for different levels of risk relative to global equities
Strategic (asset-based), tactical realignments using the Copia Risk Barometer
Copia screened ETFs, index tracking funds and active funds
Min/Max Position, Turnover, Asset Range
0.25%
Select Blended portfolios are managed consistently using Copia’s scientific investment approach:
1. Set portfolio objectives
Ensure broadly diversified and efficient portfolios are offered to grow and preserve your client returns over the long-term for different levels of risk relative to Global Equities.
2. Focus on asset allocation
Provide optimised strategic asset allocations, broadly diversified across asset class and geographies. Each portfolio has a strategic asset allocation based on long-run risk-return expectations for each individual asset class and the portfolio as a whole. Our expectations are calculated using capital market assumptions from BlackRock Investment Institute. Tactical asset allocation changes are made using the Copia Risk Barometer.
3. Portfolio construction
Build portfolios using screened index tracking funds, ETFs and selected actively managed funds for diversification, transparency and risk control.
The range provides your clients with a portfolio constructed and managed using the same principles as the largest institutional investors. The range offers a choice of five portfolios to match your clients’ risk return preferences for their long-term investment horizons.
Advisers can evaluate Copia’s Select Blended portfolios’ outcomes by:
For historic data, we use 36-month data as our minimum measuring period.
For illustration only.
Returns based on Total return, assuming income is re-invested immediately and rebalanced on due dates.
The annualised risk and return figures are calculated based on a historic 5 year period as of 31-Dec-2021.
The current Target Market and Value for Money statements for this portfolio can be downloaded by clicking on the links below.
For more information about the Copia Select Blended range speak to one of our relationship managers by calling 020 4599 6475 or emailing us at [email protected]
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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