Global

In order to make use of Bulk investments and get the best fees and Fund Managers we use Fundhouse’ s offshore Model Portfolio’s which are available to the select clients of Fundhouse partners only.


Global Cautious

This is a low risk portfolio which uses a conservative allocation to growth investments to achieve its objectives. The portfolio is generally aimed at the risk adverse investor or those investors with a short time horizon (3 years). Capital drawdowns are specifically minimised over 12 month horizons. Focus is given to minimising portfolio costs as an efficient way to enhance the net yield to clients. The portfolio is able to invest up to 25% offshore, however is cognisant of the additional volatility which the currency exposure brings to the portfolio.

Fact Sheet

Global Balanced

This is a global balanced portfolio which invests across global asset classes: equities, fixed income, property and cash. It is aimed at investors who require offshore based capital growth and who have a moderate risk profile. The portfolio is diversified across asset classes, regions and currencies and aims to generate real returns relative to global inflation. The funds used within the portfolio have all been comprehensively researched and rated by Fundhouse and are actively monitored. The portfolio combines both multi-asset and single asset class funds to provide flexibility and efficiency of management.

Fact Sheet

Global Capital Growth

This is a high growth flexible global portfolio which invests across global asset classes: equities, fixed income, property and cash. It is aimed at long term investors with a time horizon longer than 7 years, with a high risk appetite who would like to see long term capital growth with offshore exposure. The portfolio is diversified across regions, currencies and sectors with the aim to generate real returns relative to global inflation. The funds used within the portfolio have all been comprehensively researched and rated by Fundhouse and are actively monitored. The portfolio uses a combination of sector specific funds to provide for a flexible and efficient asset allocation strategy.

Fact Sheet

Global Equity

The invested global equity portfolio invests across global developed market equity, emerging market equity and global property. If you are looking for high levels of capital growth over long investment horizons, this is the one for you. The portfolio is diversified across regions, currencies and sectors with the aim to generate real returns relative to global inflation. Fundhouse have comprehensively researched and rated the funds used within this portfolio. A combination of both passive and active equity funds are used to provide cost effective investments using best of class managers.

Fact Sheet

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