Model Portfolio Service

We work collaboratively with our partners to build a long-term trusted relationship that in turn provides a suitable investment solution for their clients. This allows our partners to focus on their clients and their holistic needs. By outsourcing to Wellian Investment Solutions, financial advisers will benefit from using our discretionary investment permissions that save time and reduce investment risk. Our range of model portfolios allows financial advisers to provide a professional investment management service to their clients. Our approach is simple and transparent. Our fees are charged as a percentage of funds managed and include the costs of custody and administration where applicable. Wellian Investment Solutions do not charge any transaction, performance, entry or exit fees.

Portfolios

We design, construct and manage risk-graded model portfolios for investors.

Model portfolios as an investment solution

Designed exclusively for financial advisers, our range of model portfolios provide a professional investment management service for their clients, allowing the adviser to focus on their clients’ needs.

The model portfolio service offers a range of ten risk-rated investment strategies.  Each strategy is tailored to meet specific objectives using a range of collective investment funds to ensure portfolios are diversified across investment markets and asset classes.

The four core risk graded investment strategies are available in both Active and Passive portfolios. They are identified below: -

Conservative - Active & Passive

  • The conservative model aims to provide a combination of income and long term capital growth for investors who are willing to accept a low to medium level of risk by investing across global markets into a range of asset classes.

Income - Active & Passive

  • The income model aims to provide a combination of income and long term capital growth for investors who are willing to accept a medium level of risk by investing across global markets into a range of asset classes.

Balanced - Active & Passive

  • The balanced model aims to provide long term capital growth with some income for investors who are willing to accept a medium to high level of risk by investing across global markets into a range of asset classes.

Growth- Active & Passive

  • The growth model aims to provide long term capital growth for investors who are willing to accept a higher level of risk by investing across global markets into a range of asset classes.

We also offer High-Income and Ethical portfolios:

High Income - Active

  • The high income model aims to generate a level of income by investing across global markets into a range of higher yielding asset classes.

Ethical - Active

  • The Ethical model aims to provide a combination of long term capital growth with some income for investors who are willing to accept a medium level of risk by investing across global markets into a range of asset classes using ethical funds.

Our models are currently available on Aegon, Ascentric, Aviva, Elevate, Novia, Nucleus, Standard Life, Transact, True Potential and 7IM, or directly through our own internal administrative system which can also be used with third party SIPP and Offshore Bond providers.

Read our model portfolio factsheets

To download the latest model portfolio service brochure