Our portfolio range

OUR PORTFOLIO RANGE

The art and science of investment portfolio construction

At Copia we believe that the art of investment portfolio construction lies in the raw science that underpins asset selection. We take a systematic approach to constructing portfolios for our clients, drawing on the scientific investment models used by the world’s most experienced and successful investors.

Balancing risk with reward

Effective asset allocation is ultimately the main driver of portfolio outcomes and Copia’s systematic approach to asset allocation is guided by our proprietary Risk Barometer. This ensures we can fully appreciate the potential impacts of market fluctuations and macroeconomic conditions to carefully balance the risks against potential rewards. Copia portfolios are constructed using a combination of ETFs, Index Funds and Actively Managed Funds and managed professionally using quantitative tools for risk management. Your clients will always get the highest possible transparency, diversification and risk control.

Purpose built portfolios to suit every client need

The objectives behind every investment will vary hugely according to each of your client’s stage in the investment lifecycle and their individual attitudes to risk. To cater to the broadest possible range of your clients’ requirements Copia offers a variety of purpose-built portfolios, each of which has been designed with very specific objectives in mind. And just as each investment portfolio is unique, so too are the management strategies we adopt. All highly individualised because every client has unique needs.

Copia’s Select Accumulation range has been designed to grow and preserve capital over the medium-to long-term. where there is a need for a portfolio diversified across multiple asset classes and geographies.

Copia’s Select ESG range has been designed to grow and preserve capital over the medium-to long-term and is constructed with MSCI ESG-compliant funds that are then screened for performance, ESG profile and value for money characteristics.

Copia’s Select Volatility portfolio range is designed to target a clearly defined volatility objective, whilst maintaining exposure to assets with potential for real returns, designed for your clients with medium-term investment horizons where capacity for loss and capital preservation is a primary consideration.

Copia’s Select Preservation model portfolio is designed to provide a broadly diversified model portfolio able to deliver real returns, whilst limiting the impact of downside risk over a medium to long term timeframe., constructed using a “blended” range of actively managed funds, ETFs and index funds.

Copia’s Select Decumulation Range is designed for your clients wanting a purpose-built income portfolio as part of their broader retirement plan and would be suitable for your clients approaching, or in the retirement phase of their investment lifecycle. 

Select Blended

Copia’s Select Blended portfolio range has been designed to grow and preserve capital over the medium-to long-term by investing in a blend of active and index tracking funds. 

Copia’s Select Thematic portfolio is our thematic and  factor based proposition. It has been created to complement our overall product portfolio proposition, offering an alternative choice within our wider range of portfolios.

Copia’s Select Decumulation Range is designed for your clients wanting a purpose-built income portfolio as part of their broader retirement plan and would be suitable for your clients approaching, or in the retirement phase of their investment lifecycle.

Copia’s Select Thematic portfolio is our ETF-based ‘Smart Beta’ proposition. It was created to complement our overall product portfolio proposition, offering an alternative choice within our wider range of portfolios. 

Copia Capital Management

Fleet House, 8-12 New Bridge Street, EC4V 6AL

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 Copia Capital

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