The Signia Invest
Strategies
Our Model Portfolio Service offers a range of 5 investment strategies. Invest into our Model Portfolio Service (via an Adviser) to achieve a cost-effective way to access our multi-asset strategies.
When investing, your capital is at risk. Learn more about risk here
Why choose Signia Invest?
Capital may be at risk. Tax rules can change and benefits depend on individual circumstances. Past performance is not a guide to the future. Our Model Portfolio Services are available exclusively from independent financial advisers.
The Signia
Defensive Strategy
Time horizon: 5 years
This strategy is low risk and is aimed at investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 3% a year, net of fees, over any 5 year period.
The Signia
Cautious Strategy
Target Total Return: 4%
Time horizon: 5 years
This strategy is low to medium risk and is aimed at investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 4% a year, net of fees, over any 5 year period.
The Signia
Balanced Strategy
Target Total Return: 5%
Time horizon: 5 years
This strategy is medium risk and is aimed at investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 5% a year, net of fees, over any 5 year period.
The Signia
Moderate Growth Strategy
Target Total Return: 6%
Time horizon: 5 years
This strategy is medium to high risk and is aimed at investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 6% a year, net of fees, over any 5 year period.
The Signia
Growth Strategy
Target Total Return: 7%
Time horizon: 5 years
This strategy is high risk and is aimed at investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 7% a year, net of fees, over any 5 year period.
Your capital may be at risk. Investing may not be right for everyone. Tax rules can change and benefits depend on individual circumstances. Past performance is not a guide to the future. We recommend that you seek advice from an independent financial adviser before making any investments.
The strategies invest in a range of funds and are typically suitable for Retail Clients able to bear loss of their capital in order to achieve capital growth.
Risk Management
Investments involve taking risk. With Signia Invest our portfolios give you access to a variety of investment strategies each carrying a different risk profile and time horizon.
Our strategies aim to take the least amount of risk possible for your desired return and time horizon. Their value and the value of any income generated from them may fall as well as rise.
Signia Invest combines experience with expertise and fresh thinking. We are experts in risk management. Our aim is to develop and maintain trust, and that can only be achieved by meeting your expectations and delivering consistent performance.
We recommend that you seek advice from an independent financial adviser before making any investments.
Supporting financial advisers and their clients with a service tailored to your business
How can you continue to grow and develop your business, whilst still providing an excellent client service?
We work closely with professional advisers to align the right portfolios for your clients. You let us know your client’s attitude to risk and tell us their financial goals and any specific requirements they may have.
Signia actively review the model strategies, ensuring we implement tactical asset allocation and fund changes with the aim of delivering the highest return for the chosen risk profile.
We run ESG integrated portfolios blending ESG investments with more traditional investments but where maximising risk-adjusted returns for our clients is still the primary objective.
Your client relationships
are yours
We understand the importance of knowing that your client always belongs to you. You provide us with the relevant information about your clients investment goals, attitude to risk and capacity for loss, which then helps us to determine the best portfolio.
You and your clients will benefit from the Signia brand and offering but your clients remain yours.
How can we help?
If you would like to know more about how Signia Invest can help with your investment or financial planning needs, contact our team today.
