While the Passive, Hybrid and Global ESG Themes model portfolios may be a great solution, they may not completely align with your investment beliefs or advice processes. By creating a Bespoke range of models you can have greater input to ensure your investment solution is tailored to meet your key client segment needs and fits with your advice process. Our discretionary permissions mean we can manage, rebalance and switch the portfolios to the agreed mandate for you, taking care of the administrative burden.
Bespoke ranges are tailored to the adviser's key client segment using either passive, active or blended funds.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.
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A range of six actively managed multi-asset portfolios with ESG objectives.
A range of five risk-managed portfolios invested in a blend of active and passive funds.
A range of five risk-managed portfolios, predominately invested in passive funds.
Issued by TCF Fund Managers LLP, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales with company number OC305442. Registered office: 220 Vale Road, Tonbridge, TN9 1SP.
TCF Fund Managers LLP is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.