Actively managed investment solutions
Investors who adhere to active portfolio management believe it is possible to profit from the stock market through any number of strategies that aim to identify mispriced securities.
Investment companies and fund sponsors believe it's possible to outperform the market and employ professional investment managers to manage one or more of the company's mutual funds.
These active investment management strategies are constructed using “active” funds that have been carefully identified via our investment process. These funds are selected because of the ability of the fund manager and their investment house to outperform the average return of each individual sector within the portfolios. These solutions involve quarterly investment reviews of the portfolios to ensure the funds are still delivering added value against the benchmark and peers in their sectors.
Active investment approach
This investment approach is suited to those investors who have higher levels of assets and are looking for regular reviews of their investment portfolios thus keeping pace with economic changes.
“Good practice – a model portfolio service for clients with a higher level of assets and investment experience, where the additional costs were appropriate” FSA Guidance Consultation Paper (April 2012), page 17
If you would like a lower cost investment approach please view our BH Wealth Passive Investment Portfolios page.
Our BH Wealth Active portfolios
Below is a description of each of the six active portfolios with an indication as to where the money is invested. Typically, these portfolios are constructed using between 12 – 18 actively managed funds.
