Select Portfolio Test

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.

KEY POINTS

KEY INFO

YOUR CLIENT USE OF CAPITAL

Long term growth (wealth accumulation)

OBJECTIVES

Defined by Risk-Return Expectations

ASSET ALLOCATION

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

UNDERLYING SECURITIES

Copia Screened ETFs and index funds

OPTIMISATION CONSTRAINTS

Min/Max Position, Turnover, Asset Range

COPIA FEE

0.30%

COPIA'S INVESTMENT APPROACH

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.

ASSET ALLOCATIONS

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

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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