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LGT Vestra

Working in Partnership

The information contained on the following pages is directed only at persons who are "professional clients" for the purposes of the rules of the Financial Conduct Authority in the United Kingdom and should only be accessed by such persons. If you are in any doubt as to your classification, you should not proceed. By clicking here you confirm that you are a "professional client".

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Model Portfolio Service

A simple approach to a sophisticated set of investments

We offer a suite of five volatility controlled Model Portfolios as well as a Strategic Income Portfolio.

Key facts:

  • Launched in 2009 with a proven track record
  • Available on 16 platforms
  • Competitively priced at 0.25% + VAT Annual Management Charge
  • Risk managed and volatility controlled portfolios
  • Mapped to all leading risk profilers (EValue, Distribution Technology, Oxford Risk, FinaMetrica)
  • Targeted returns ideally suited to cash flow analysis and financial goal setting
  • Re-balanced monthly
  • Up to date information available via iPhone and Android apps
  • An extensive range of literature both for clients and to support the adviser

Click here to view the targets and risk mapping for the Model Portfolio Service

Model Portfolio Service brochure