Investment

Providing unique access to flexible model portfolios and bespoke discretionary management for the modern investor

As a discretionary fund manager we believe successful investing is founded on a thorough and robust intellectual framework for making investment decisions.

Prior to One Four Nine, the Management team successfully designed strategic asset allocation and risk models that grew to 1,000 clients with nearly £2 billion under management.

We provide access to several investment solutions to meet the varying needs of you and your clients.

Model portfolios

It is our belief that investors are loss averse not risk averse, but understand that not all managed funds are suitable for all clients. Our investment approach is focused on:


Preserve Capital - We wish to avoid the permanent loss of capitalGrow Wealth - We measure our success by growing capital faster than the rate of inflation

 


We construct both active and passive versions of our portfolios whereby the asset allocation is decided by a trade-off between equities (the growth for returns) and non-equities (the diversification and loss protection). Through the creation of our own forecast models for each asset class we can predict the entire return distribution and understand the type of loss a portfolio may encounter in the future. The asset allocation of each portfolio is determined by maximising the forecasted return for a given level of risk.

Our model portfolios are maintained by an internal strategy group led by One Four Nine’s Chief Investment Officer and scrutinised by an external governance committee, chaired by a One Four Nine Board member.

For financial commentary on global markets, macro events and fund performance you can read the latest Portfolio Review in our news section. If  you would like to find out more about our in-house fund management proposition then please get in touch via our enquiry form below. In the meantime take a look at our latest active, passive and sustainable factsheets.

Our model portfolio service is designed to provide a balanced mix of growth and security to help clients meet their goals

Enquiry Form

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Latest News

One Four Nine Group - logo

One Four Nine Group acquires second firm in Scotland

Russell Gibson acquired by One Four Nine

Read more about One Four Nine Group acquires second firm in Scotland
Issue 15_OFNPM_Portfolio-Review_Q2-2022

Portfolio Review – Q2 2022

Chief Investment Officer's comments on global markets alongside a fund comparison

Read more about Portfolio Review – Q2 2022

Tax Efficient Alternative Investment Panel Launched

One Four Nine Group launches its Tax Efficient Alternative Investment Panel

Read more about Tax Efficient Alternative Investment Panel Launched