Quilter launches Euro conservative strategy

Quilter, the Dublin-based specialist private client investment manager, has added a Euro conservative strategy to its Managed Portfolio Service for financial advisers who have clients with a low risk appetite, but who are looking for enhanced income.

The strategy is being added to two already existing MPS Euro Strategies, creating a suite offering investors Conservative, Balanced and Growth funds. Quilter also manages eight sterling-based MPS Strategies, managed out of London.

The two existing MPS Euro Strategies, Balanced and Growth, were launched in February 2011. Since then both Strategies have delivered a relative outperformance of 6.0% (Balanced) and 6.6% (Growth) against their respective benchmarks¹ (as at 31 October 2012).

Quilter will benchmark its new Euro Conservative Strategy against a composite of 32.5% equities, 57.5% fixed interest/cash, 7.5% hedge/alternatives and 2.5% in property¹. This allocation is designed to give investors an opportunity to benefit from an enhanced source of income.

Brian Weber, head of Quilter’s Dublin office, said: “Investors are still largely risk averse, but as interest rates fall dramatically we are finding it almost impossible to achieve an above-inflation return on money held on deposit. We believe that this new strategy is likely to prove very attractive to brokers wanting to provide an investment solution to those of their clients who are looking to generate a decent yield from a lower risk strategy.

The MPS is a discretionary service that covers a range of collective investments for investors with €25,000 or more to invest. Quilter screens, researches, selects and blends the funds within each strategy, with performance measured against the relevant benchmark.

Weber says: “Selecting funds and putting them together to achieve the returns that you aspire to is a daunting prospect for investors, and indeed for some financial advisers, as the choice is so great. Our MPS provides a solution and with the introduction of this latest Strategy we are now able to help advisers meet their clients’ varying financial objectives and preferred risk level.”

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