Our Portfolios
The Verbatim Managed Model Portfolio service is designed to provide you with access to
industry leading managed model portfolios that operate in conjunction with your advice process.
Our model portfolios are designed to ensure that you retain control of your client relationship whilst we
ensure that your client’s portfolios remain suitably aligned with your investment advice. The Verbatim
Managed Model Portfolios are independently designed and expertly managed through industry leading model
manager, RSMR.
Our Managed Model Portfolios are designed to provide you and your client with:
- Access to specialist investment research and timely active management through our leading portfolio
manager, RSMR.
- Monthly portfolio rebalance that avoids portfolio drift and results in less administrative headaches,
increased efficiencies for your business and reassurance that your client’s portfolio will be kept
in line with the mandated range of risk tolerance.
- Access to independent and in-depth performance reports that provide you with a transparent view of
statistical analysis.
- Accessibility on a variety of leading retail platforms.
Our manager offers a range of investment styles and strategies to fit the most appropriate style to meet
your client’s needs and have been subjected to a thorough due diligence process. All portfolios are
managed at the market leading rate of 0.25% + VAT.
Growth Portfolios
- Risk-managed, multi-asset model portfolios offered across risk profiles 2-10.
- Each portfolio has a clear volatility target and a strategic asset allocation, as defined by the
Investment Committee, suitable for the risk profile.
- A tactical asset allocation overlay is applied which is controlled to ensure consistency with the
portfolio risk profile.
