Select Smoothed

The Copia Select: Smoothed portfolio range combines Wesleyan’s award-winning With Profits Growth Fund with our in-house investment expertise. Each portfolio contains a 30% allocation to the With Profits Growth Fund to help counter market volatility; the rest is invested in assets chosen by our experts.

The portfolios are designed for clients who are drawing capital, or are inherently uncomfortable with short-term market volatility, but are still seeking long-term returns that significantly outperform cash.

KEY POINTS

FACTSHEETS

GBP

Select Smoothed – Risk Profile 1

Select Smoothed – Risk Profile 2

Select Smoothed – Risk Profile 3

Select Smoothed – Risk Profile 4

Select Smoothed – Risk Profile 5

KEY INFO

OBJECTIVES

Reduce the impact of market volatility while growing capital.

ASSET ALLOCATION

All portfolios contain a 30% allocation to Wesleyan’s With Profits Growth Fund, remaining assets chosen by Copia with realignments informed by the Copia Risk Barometer.

UNDERLYING SECURITIES

Wesleyan’s With Profits Growth Fund and a mixture of Copia chosen active and passive index funds.

FEE

Total fee between 0.55%-0.61%.

COPIA'S INVESTMENT APPROACH

1. Copia selected assets optimised based on risk profile

We will alter the wider portfolio to ensure it ties into the chosen risk profile.

2. Capital market assumptions

Risk and return expectations taken into account when assessing a broad range of asset classes.

3. Portfolio Construction

Select Smoothed portfolios are built using active and passive index funds with a low-cost bias.

4. Allocation optimisation

Our Risk Barometer informs the ongoing tactical asset allocation and changes within predefined ranges.

Evaluating Portfolio Strategy & Outcomes

Advisers can evaluate the Copia Select: Smoothed portfolios’ outcomes by:

For historic data, we use 36-month data as our minimum measuring period.

Consumer Duty Materials

Target Market Statement

Value for Money Statement

Find out more about our rigorous process for assessing value for money here

For more information about the Copia Select: Smoothed range, call us on 020 4599 6475 or email [email protected]

Understanding the risks

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.

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

T: 020 4599 6475

E: [email protected]

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Royal Mead, Railway Place, Bath, BA1 1SR. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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