This page refers to the portfolio previously known as ‘Select’.

Copia’s Select Accumulation portfolio range has been designed to grow and preserve capital over the medium-to long-term. These portfolios have been designed for your clients with long term investment horizons, where there is a need for a portfolio diversified across multiple asset classes and geographies.




Long term growth (wealth accumulation)


Defined by Risk-Return Expectations


Strategic (asset-based), Tactical realignments using the Copia Risk Barometer


Copia Screened ETFs and index funds


Min/Max Position, Turnover, Asset Range




Select Accumulation Portfolios are managed consistently using Copia’s scientific investment approach:

1. Set portfolio objectives

Ensure broadly diversified and efficient portfolios are offered to maximise your client returns over the long-term for different levels of risk relative to Global Equities.

2. Focus on asset allocation

Provide optimised strategic asset allocations, broadly diversified across asset class and geographies. Our Risk Barometer drives tactical asset allocation changes.

3. Deliver smarter portfolio construction

Build portfolios using screened ETFs for diversification, transparency and cost-efficiency.

Why choose Select Accumulation?

The Copia Select Accumulation range provides your clients with a portfolio constructed and managed using the same principles as the largest institutional investors. The range offers a choice of five portfolios to match your clients’ risk return preferences for their long-term investment horizons. Each portfolio has a strategic asset allocation based on long-run risk-return expectations for each individual asset class and the portfolio as a whole. Our expectations are calculated using capital market assumptions from BlackRock Investment Institute. Tactical asset allocation changes are made using the Copia Risk Barometer. Portfolios are then constructed using Copia’s proprietary ETF screening process.


The five portfolios have different risk classifications relating to global equities.

Shaded region in the above chart represents illustrative exposure to Equity and Risk assets (Equities
and Alternatives) within the portfolio.

Evaluating Portfolio Strategy & Outcomes

Advisers can evaluate Copia’s Select Accumulation portfolios’ outcomes by:

For historic data, we use 36-month data as our minimum measuring period.

Outcome Chart

Outcome (risk-return) analysis as of 31 July 2021

Expected risk-return

Source: Copia, BlackRock Investment Institute, as at 16 October 2020

For more information about the Copia Select Accumulation range speak to one of our relationship managers by calling 0345 850 8880 or emailing us at [email protected]

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

Understanding the risks

This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 - 2023 Copia Capital

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