Fusion Portfolios
A blended managed portfolio service of passive and active funds designed to grow and protect investments and pension assets by smoothing long-term returns and minimising volatility.
Fusion Portfolios
Our unique managed portfolio service is conceived to help protect investment and pension portfolios from major stock market falls, mitigate sequence of returns risk, and reduce volatility allowing investors greater confidence in consistent returns.
The Fusion portfolios use a traditional diversified asset allocation model that is refined through the use of trend following and market sentiment indicators on a regular basis. In times of market weakness, equity and fixed income allocations could be reduced.
Our six Fusion portfolios seeks to bring the best low-cost passive index trackers and leading active investment fund managers into one portfolio range focused on capital growth and downside protection. These portfolios could be especially useful for income paying drawdown portfolio requirements as they benefit from the additional volatility management from our unique trend following and market sentiment indicators.
The Fusion portfolios are designed to smooth longer-term returns to allow Financial Advisers to plan with greater accuracy and confidence. Our Fusion portfolios are designed to assist in an efficient, reliable, low-cost decumulation pension strategy.
Decumulation investors could hold a combination of cash to support their early income requirements and a Fusion portfolio that focuses on providing consistent returns and capital protection to reduce the sequence of returns risk to drawdown portfolios.
