Our portfolios

We tailor a portfolio to your attitude to risk

MVAM has created seven portfolios that will match your risk return profile, whether that be cautious, low, moderate, adventurous or high. These assets will be in either a bespoke portfolio or an actively managed equity portfolio.

Filter our portfolios by your attitude towards risk

Risk-Based Portfolio

Our definition of a Risk-Based Investment portfolio is directly correlated to the situation and need of each individual client. A portfolio, which is created for a young businesswoman might not be diversified enough for a retired army officer. As you can imagine the situation and needs, in this case, are likely to be dramatically different.

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Fixed Income Portfolio

If you just need some peace of mind that your money won’t disappear in the hard times and at least make some return in the good, this is the portfolio for you.

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Short Term Bond

A short-term UK government bond portfolio is to provide investors with a predictable income stream while preserving their capital.

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International Collective Portfolio

We call this approach International Collectives because we gain broad exposure to global markets in a cost‑effective way. We do not pick individual stocks one by one for this strategy. But instead, we invest in investment trusts and holding companies that themselves hold a diversified set of assets, usually within a particular region or sector.

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