Our five Active Portfolio Management portfolios are designed for clients who believe that active fund management will outperform a benchmark index over the medium to long term.

The range of investment options that are available to you to invest in includes 2010 UK stocks and over 21,000 funds open to sale in the UK. Undertaking proper research on each of these funds is a job requiring specialist skills and a dedicated focus.

One Wealth has contracted Morningstar Associates Europe Limited (MSAE) to build investment portfolios for each of the asset allocation models that Ibbotson have created for our Asset Allocation Strategy. MSAE is an investment consultancy that provides services to institutions and advisers across the European Union. They are part of Morningstar Inc who, through their network of offices in North America, Asia, Australia and Europe, rate over 35,000 funds worldwide.

The model portfolios are continuously reviewed by Morningstar and rebalanced by One Wealth when required to ensure that they are appropriate for our clients and the investment strategies that we are seeking to implement. The Total Expense Ratio (TER) for these portfolios is generally 0.60% to 0.75% per annum.