Select Accumulation

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

Grow and preserve capital for different levels of risk relative to global equities

ASSET ALLOCATION

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

UNDERLYING SECURITIES

Copia Screened ETFs and index tracking 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 grow and preserve your clients 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. 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. 

3. Deliver smarter portfolio construction

Build portfolios using screened ETFs and index tracking funds 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. 

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 (risk-return) analysis as of 31 December 2021

Select Accumulation - Expected risk-return 31122021

For illustration only.

Returns based on Total return, assuming income is re-invested immediately and rebalanced on due dates.

The annualised risk and return figures are calculated based on a historic 5 year period as of 31-Dec-2021.

Outcome (annualised return) analysis as of 31 December 2021

Portfolio performance consistent with indicative targets

Select Accumulation Outcome Chart - Annualised Return​ 31122021

For illustration only.

Returns based on Total return, assuming income is re-invested immediately and rebalanced on due dates.

Available CPI data has been used as a comparator for real returns. CPI data for December 2021 is currently unavailable and not shown.

The annualised returns are calculated based on a historic 5 year period as of 31-Dec-2021.

The performance figures for Select ESG portfolios include simulated data before the inception date of the Select ESG portfolios (31-Mar-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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