Rockhold managed portfolios are designed to provide your clients with industry-leading investment solutions that integrate with your advice process.

Our portfolios are continually managed to meet clear and specific mandates for risk and investment outcomes.

We work with partners who are specialists in their field and who follow our approach to successful investment.

To ensure portfolios have the most appropriate asset class selection we’ve teamed up with Alpha Beta Partners who are specialist in dynamic asset allocation, and The Adviser Centre, who are expert in active fund manager research and have strong relationships with investment houses and individual fund managers. This adds an additional dimension to our proposition; helping drive positive risk-adjusted returns for your clients over the medium to long term.

The Rockhold Investment Committee, made up of experienced industry professionals, regularly reviews each portfolio to ensure that they are performing as expected. The committee retains the power to appoint and replace portfolio managers.

Our portfolios offer:

  • Risk-managed multi-asset portfolios across different risk profiles
  • Clear volatility targets for each risk band
  • A dynamic approach to asset allocation, with a global and forward-looking perspective
  • Fund selection incorporating quantitative and qualitative analysis
  • Competitive fees – 0.15% for passive portfolios, 0.275% for active portfolios

 

Rockhold Portfolios are available on a range of platforms including:

Aegon Retirement Choices, Aviva, Embark, Fidelity Adviser Solutions, Nucleus, Parmenion, Quilter, Standard Life, Transact

 

To download the client brochure click below.

Rockhold portfolios have been
5 Star rated and 5 Diamond rated by Defaqto
DFM-MPS-(Platform)-Family-Rating-Category-and-Year-5-Colour-CMYK DFM-MPS-on-Platform-Rating-Category-and-Year-5-Colour-CMYK

 

Rockhold Passive Portfolios

Rockhold Passive Cautious get_app
Rockhold Passive Cautious Balanced get_app
Rockhold Passive Balanced get_app
Rockhold Passive Balanced Growth get_app
Rockhold Passive Growth get_app
Rockhold Passive Adventurous get_app

Rockhold Active Portfolios

Rockhold Active Cautious get_app
Rockhold Active Cautious Balanced get_app
Rockhold Active Balanced get_app
Rockhold Active Balanced Growth get_app
Rockhold Active Growth get_app
Rockhold Active Adventurous get_app

Rockhold 50% Active 50% Passive Portfolios

Rockhold 50% Active 50% Passive Cautious get_app
Rockhold 50% Active 50% Passive Cautious Balanced get_app
Rockhold 50% Active 50% Passive Balanced get_app
Rockhold 50% Active 50% Passive Balanced Growth get_app
Rockhold 50% Active 50% Passive Growth get_app
Rockhold 50% Active 50% Passive Adventurous get_app

Rockhold Sustainable Portfolios

Rockhold Sustainable Cautious get_app
Rockhold Sustainable Cautious Balanced get_app
Rockhold Sustainable Balanced get_app
Rockhold Sustainable Balanced Growth get_app
Rockhold Sustainable Growth get_app
Rockhold Sustainable Adventurous get_app

Rockhold Income

Rockhold Income Portfolio get_app

Contact

To find out more about offering Rockhold portfolios to your clients please contact Chris Wilson through enquiries@rockholdinvest.co.uk