Investment

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

As a discretionary investment 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 active, passive, sustainable and income 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.


In accordance with the FCA’s rules, read our Regulatory Disclosures here.


For financial commentary on global markets, macro events and fund performance you can read the latest Portfolio Review in our news section. One Four Nine Portfolio Management contribute to the Morningstar UK Managed Portfolio Database. You can find and compare all One Four Nine Portfolio Management portfolios against others simply by clicking on the banner. If you would like to find out more about our in-house investment management proposition then please get in touch via our enquiry form below.

In the meantime take a look at our latest active, passive, sustainable and income factsheets.

Morningstar-UK_Managed_Portfolios

Factsheets

 


The value of investments and any income they produce can fall as well as rise. You may get back less than you invested.


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

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