Min/Max Investment
£50k/no maximum.
Balkerne Asset Management Initial Charge
£NIL
Balkerne Asset Management Annual Management Charge (AMC)
1.00% + VAT, (excluding dealing costs).
Adviser Remuneration Fee
As agreed with your client.
What is it?
A portfolio of stocks & shares, actively-managed on a discretionary basis
Why is it different?
Makes a traditional stockbroking service accessible to the 'ordinary' investor. 'Old-fashioned' service levels, active management, growth or income.
What's better about it?
5 available strategies/risk levels, daily price monitoring, quarterly and ad-hoc reporting, copies to adviser.
Why would my clients want it?
Traditional full stockbroking service, active management, growth or income
What other benefits are there?
Individual portfolios reviewed monthly, and as required.
Core investment - MFS & ISA portfolios can complement.
Access to Balkerne Asset Management investment team.
Conservative Portfolio (Lower Risk)
Income Portfolio (Lower than Medium Risk)
Balanced Portfolio (Medium Risk)
Growth Portfolio (Higher than Medium Risk)
Adventurous Portfolio (Higher Risk)
MSS Application
MSS Key Features
MSS Terms and Conditions
DPM Application