Model Portfolio Service
Burwood Sage Asset Management Model Portfolio Service (MPS) offers eleven highly-diversified discretionary portfolios designed to meet a range of client risk profiles. They have been built around a single core proposition: to preserve and grow the real value of your assets over time.
KEY BENEFITS TO YOU
Working in association with Sarasin & Partners www.sarasinandpartners.com
1. Managed solutions matched to you
The service provides access to eleven global thematic multi-asset portfolios designed to meet differing investor risk profiles.
2. Active discretionary portfolio management
The day-to-day management of your portfolio is taken care of by us in association with Sarasin & Partners in their capacity as Discretionary Fund Manager, who can respond quickly and efficiently to market changes or opportunities that are in your best interests.
3. A unique, long-term investment approach
The portfolios benefit from Sarasin & Partners distinct global thematic investment process, which identifies powerful and inexorable trends which are shaping the world in which we live and invest. They then target funds that can give meaningful exposure to these themes over the long term.
Ethical and Responsible Investing – ITN Production December 2020
Our current models can be seen here:
- Burwood Sage Core Model Portfolio – Speculative
- Burwood Sage Core Model Portfolio – Cautious Moderate
- Burwood Sage Core Model Portfolio – Cautious
- Burwood Sage Core Model Portfolio – Income
- Burwood Sage Core Model Portfolio – Moderate Speculative
- Burwood Sage Core Model Portfolio – Moderate
- Burwood Sage Ethical Moderate Speculative
- Burwood Sage Ethical Cautious
- Burwood Sage Ethical Cautious – Moderate
- Burwood Sage Ethical Speculative
- Burwood Sage Ethical Moderate
Please view our Model Portfolio bulletin
Please view our commentary