Multi-manager investing Bristol

At Kellands Bristol, we recognise the benefits of multi-manager investing. Multi-manager investing provides you with a ‘one-stop’ investment solution, with a diversified portfolio managed by ‘best of breed’ investment managers.

Multi-manager investing recognises that no single fund manager can excel in all markets, all of the time. Different markets require different investment approaches and skill sets, so it is unlikely that any one manager will be the best, or the most appropriate, in all markets.

There are specialists and generalists to choose from, but over time, specialists consistently do better in their field. Our wealth management service therefore uses portfolios constructed to offer a ‘best of breed’ approach as we accept that different fund managers excel in different areas.

Download our wealth management brochure (PDF) for more information.

By using multiple managers, with and across the range of investment markets, in a single fund, the multi-manager approach seeks to reduce the volatility of your returns.

Multi-manager funds tend to offer a much higher level of diversification than single manager funds, with investment risk spread across different managers and different asset types. Diversification is an effective portfolio management technique because it reduces your exposure to the risk of any one particular sector or asset class.

Selecting the best investment managers out of the thousands available is a crucial part of our wealth management service and no simple matter.

Identifying managers and investment partners who not only produce solid returns over time, but also employ investment styles that fit properly into a diversified portfolio is crucial to this process. Even the most diligent individual investor may not know if an investment manager changes style, loses members of the analyst staff or undergoes other changes that can compromise their role in an overall portfolio.

These events are continually monitored to ensure that funds remain appropriate for our clients’ needs and remain on the efficient frontier.

Contact Kellands Bristol now to find out more about our wealth management service.