Is it for me?
Hawksmoor’s Capstone Portfolio Management Service is a service for smaller portfolios, based on our Multi Asset Funds. If the value of your investments is below £100,000 it may be a good option for you.
How does it work?
Depending on your investment objective and agreed level of risk, your portfolio will consist of holdings in one or more of Hawksmoor’s three managed Multi Asset Funds, blended to meet your individual requirements.The Capstone Portfolio Management Service is particularly suitable for smaller portfolios where it might otherwise be difficult to achieve a sufficient diversification of investments, due to the smaller amounts involved.
The chart below gives an idea of the relative ‘risk’ of each of the three Hawksmoor Funds. It shows the permitted range of exposure to equities (the most ‘volatile’ of the major asset classes) for funds in their respective IA (Investment Association) fund sectors.
As with all our Portfolio Management Services, if your portfolio is managed under the Capstone Portfolio Management Service you will have the full benefit of our disciplined investment process.
Anything else I should know?
The Capstone Portfolio Management Service is suitable for trusts and charities, as well as individuals – and can be used within tax-efficient structures such as SIPPs, offshore insurance bonds and ISAs.
How can I find out more?
You can download the Capstone Portfolio Management Service brochure from the Useful Downloads, or get in touch with one of our friendly team (below).