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. 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 with different risk return profiles relative to global equity risk.

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, index tracking funds and active funds

OPTIMISATION CONSTRAINTS

Min/Max Position, Turnover, Asset Range

COPIA FEE

0.30%

COPIA'S INVESTMENT APPROACH

Select Blended 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 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. 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. Portfolio construction

Build portfolios using screened index tracking funds, ETFs and selected actively managed funds for diversification, transparency and risk control.

Why choose Select BLENDED?

The 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 Blended portfolios’ outcomes by:

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

Expected risk-return

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.

For more information about the Copia Select Blended 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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