A disciplined investment process is applied to the selection of consistent collective funds from the entire unit trust and OEIC universe.
Secondly, Mercater’s expertise and research capabilities are applied to ensure that consistency of performance of all funds within our portfolios is rigorously monitored.
- Professional solution to investment fund selection and management.
- Portfolio management tailored to particular investment objectives.
- Investment flexibility and risk diversification through widespread geographical and sector asset allocation.
- Enhanced tax efficiency when used in conjunction with a tax-efficient wrapper.
- Active management of your portfolio by a personal investment manager who is accountable and accessible for all portfolio matters.
- Transparency and value for money as Mercater accesses underlying funds at institutional rates without taking commissions from them.
- Peace of mind of working with a Multimanager specialist, with a successful track record of fund management.