‘Winner of Best Small Asset Class over 3 years - Refinitiv Lipper Fund Award 2020’

Specialists in multi-asset investment portfolios

Verbatim Asset Management was launched ten years ago with one simple philosophy: to consistently meet your and your clients’ expectations.

A decade later, we can proudly state that we have not only met this objective but continue to exceed it. We are proud to celebrate a decade dedicated to perfecting the art of investing. As a specialist in multi-asset investment portfolios, we have spent the past ten years refining our skills, to design and deliver exceptional multi-asset investment solutions that are fine-tuned for consistent performance.

We offer a range of risk-managed multi-asset and multi-index portfolio funds, managed model portfolios and a unique discretionary management service each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile.

Find out what makes us unique

DMS Verbatim Portfolio Growth Funds

DMS Verbatim Portfolio 5 Income Fund

DMS Verbatim Multi-Index Funds

Managed Model Portfolios

Verbatim Discretionary Service


Quarter 3 Commentary

In Q3, markets continued to rise, somewhat surprisingly given that COVID cases also increased, with Europe seeing a particularly marked surge in August.

A New Green Agenda

As the global economy ground to a halt, the environment experienced a moment of respite. However, despite the slowdown in greenhouse gas emissions caused by Covid-19, climate change manifestations are set to rise, with fires in California the latest devastating example.

Quarterly Commentary

When the news is dominated by headlines about the worst recession for 80 years, it is hard to fathom that global stock markets have rebounded over the past few months.


  • 30 September 2020
    Verbatim Asset Management – Unmasking the future