Model portfolios for sustainable asset allocation
A range of multi-asset solutions for your clients

Robust portfolios designed for your clients
We partner with you to help preserve and grow the real value of your clients’ investments over time. Our range of model portfolios offer an all-in-one solution to asset allocation, fund selection and risk management, within a cost-effective service that provides value for money for your clients.
At the core of each portfolio is an allocation to our thematic funds, aimed at generating sustainable returns. This is complemented by a range of solutions from the breadth of the market, adjusted for various risk appetites.
A key element of our service is our award-winning client reporting, which is renowned for being innovative, transparent, and concise.
Literature
Sarasin Model Portfolios Factsheets

Five diversified portfolios for a range of client risk profiles
The service provides access to five global thematic multi-asset portfolios differing in their equity weightings and target-return profiles. To ensure they stay in line with your clients’ attitude to risk over time, each portfolio is managed within a clearly defined risk budget.
The portfolios benefit from our distinct global thematic investment process, complemented by ‘best-of-breed’ active funds and low-cost passive solutions selected from across the market. We then target securities that can give meaningful exposure to these themes over the long term.
Model Portfolios update
In our latest update Ben Gilbert & Henrietta Walker from our model portfolios team take a look at how markets have affected the portfolios and what the outlook looks like for 2023.

defaqto 5 Diamond rating
Our Model Portfolio Service offers an excellent proposition relative to the peer group as indicated by the Defaqto 5 Diamond Rating.
MANAGED BY PIONEERS IN MULTI-ASSET INVESTING
Our experienced Model Portfolios team is part of an organisation that has been at the forefront of multi-asset investing for 30 years.

Why not monitor our model portfolios to see if they are right for your clients?
Our model portfolios can be found on FE Transmission which gives you access to all of the underlying holdings data of the model portfolios your clients are invested in. This information can then be integrated into your due diligence, portfolio selection and reporting.
Find out moreContact our professional investors team



