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.