Cambridge Managed Portfolio Service
Managed Portfolio Service
The Cambridge Managed Portfolio Service provides Perspective clients access to our discretionary fund management service. We manage diversified, actively managed investment portfolios, built around investors’ aims, risk profiles and investment style.
With the Cambridge Managed Portfolio Service, there’s no need for clients to track the market or make difficult investment decisions themselves. We do that for them, in close partnership with your Perspective adviser.
A FULL RANGE OF DIVERSIFIED PORTFOLIOS
We offer five portfolio ranges to suit all investment styles. Each contains up to six risk rated diversified portfolios, all invested in a range of underlying funds. Creating investment portfolios in this way allows us to spread risk across different asset classes.
We also offer ethical portfolios across all risk profiles, since this is becoming a more important issue for many clients. This option combines positive and negative investment screening, to help investors make a positive difference to our society and environment.
We work with the clients of Perspective Financial Group to decide which investment strategy and portfolio is right for them and the provide the ongoing investment management, adjusting allocations in the portfolios when the time is right. It’s our job to keep your portfolio optimised at all times. We work exclusively with the clients of Perspective financial advisers, so you know you’re getting the best, most focused service possible.
MAXIMUM FLEXIBILITY FOR THE BEST POSSIBLE RETURNS
With your adviser we begin by understanding an investors’ investment needs, performing extensive research and building appropriate portfolios.
Then we monitor their suitability and investment performance on an ongoing basis. Through constantly exploring new investment opportunities and avoiding over-valued asset classes, we look to offer better returns by making portfolios more flexible, responsive and cost effective.
A WORD ABOUT RISK
As with any investment, there are no guarantees. Past performance can be useful, but it isn’t a guide to the future and investments’ value can go up or down. This is why it’s essential that investors risk profiles and investment requirements are agreed before using our service.
Registered in England and Wales No: 1370458. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Cambridge Investments Limited is a subsidiary of Perspective Financial Group Limited.
Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD
01223 365 656