PORTFOLIOS
Model Portfolios
Diversification is key to achieving your financial goals. It helps you capture gains in rising markets and aims to protect your portfolio during periods of market volatility.
Our portfolios are constructed using two specialised asset-class funds to ensure effective diversification. Two funds (Open Ended Investment Companies (OEICS)) are used – BLACKWOOD PRIME and BLACKWOOD KEYSTONE. These funds provide access to major asset classes, including global equities, fixed income, and alternative investments.
We offer five risk-based model portfolios, ranging from level 3, the lowest risk, to level 7, the most adventurous.
Risk management is achieved through blending the two funds in order to achieve a match with the clients attitude to investment risk.
Keystone focuses on fixed income, while Prime includes global equities and alternative investments. This complementary management approach minimizes overlap in holdings and risk exposure within the portfolio.
Our fund structure allows our investment managers to access assets cost-effectively, unrestricted by the limitations of traditional investment platforms.
The materials appearing on this website do not constitute financial advice and are provided for general information purposes only. No warranty, whether express or implied is given in relation to such materials. We cannot be held liable for any technical, editorial, typographical or other errors or omissions within the information provided on this website, nor shall we be responsible for the content of any web images or information linked to this website.
Past performance of an investment is no guarantee for its future performance. The value of your investment can go down as well as up so you may get back less than you originally invested. Some investments may be subject to sudden and large falls in value and on realisation you may receive back less than you invested or may be required to pay more. Changes in foreign exchange rates may have an adverse effect on the price, value or income of an investment. BLACKWOOD ASSET MANAGEMENT does not provide tax advice and we would recommend that you take direct financial and/or tax advice as to the implications (including tax) of investing in any of the products mentioned herein (The Financial Conduct Authority does not regulate taxation advice).
Blackwood Asset Management is a trading style of SORBUS PARTNERS LLP, a limited liability partnership registered in England and Wales with registration number OC378465. SORBUS PARTNERS LLP is authorised and regulated by the Financial Conduct Authority with firm reference number 588466.
INTEGRA Publishing Limited is retained by SORBUS PARTNERS LLP through it trading style Blackwood Asset Management, to provide distribution services. This includes website design, maintenance and development. INTEGRA also is responsible for publishing content in its magazine and organising events and other communications. It does not share any data relating to underlying client details.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.