LCP Wealth Illustrative Model Portfolios

Here you can access our illustrative model portfolios for financial advisers and wealth managers.

Our portfolio construction method is centred around a building block approach developed in-house. This leads to a flexible framework that can be adapted to the bespoke needs of investors based on your specific objectives and constraints. In developing these portfolios we’ve been guided by three principles:

Simplicity: don’t be afraid to suggest simple solutions when these fulfil the objectives just as well.

Keeping costs low: the total underlying fund manager fees for the portfolios are around 0.3% pa, well below that of typical model portfolios, which simply leaves more money in the hands of your clients.

Diversification: we look globally in all asset classes, and bring in ideas like real assets and growth credit (eg emerging market debt) where they can help.

Accumulation
portfolios

Decumulation
portfolios

Income
portfolios

We have a wealth of other model portfolios including:

Get in touch with our experts

Dan Mikulskis

Dan Mikulskis

Partner

Phil Boyle

Phil Boyle

Partner

Tom Farrell

Tom Farrell

Partner

Hishendhra Ravindra

Hishendhra Ravindra

Partner

Jennifer Davidson

Jennifer Davidson

Associate Consultant

 
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