Personal Financial Services
Rather than just give potential investors a restricted choice of funds and ask them to select one or more (which in essence can place total reliance on the fortunes of just one fund unless a diversified selection is made), Lucas Fettes are offering an investment strategy that provides clients a diverse and deliberately structured portfolio with automatic quarterly review and rebalancing to maintain a suitable asset allocation, determined by a professional asset manager.
If any single fund's performance deteriorates, the manager will automatically replace that fund with another suitable fund that fits the chosen asset class if deemed necessary. Therefore investors will be gaining an element of active fund management at reasonable cost.
The benefits of using the Managed Portfolio's are clear as they provide:-
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