Hawksmoor’s Capstone Service is also a discretionarily-managed service, primarily aimed at smaller portfolios where it is usually more difficult to get a sufficient spread of sensibly sized holdings. However, it is quite open to clients with larger portfolios to choose it too, if they wish, and many of our clients do!

Just like under our full Discretionary Portfolio Management Service, portfolios managed under the Capstone Service have the full benefit of our common sense investment process. It involves a core or ‘capstone’-like holding in The Vanbrugh Fund, or the Hawksmoor Distribution Fund or both Funds (depending on a client's investment objectives and risk profile) together with holdings in several other funds to adjust the overall portfolio for the specific investment objectives and risk profile.