The investment manager for the independently-minded financial adviser
We are dedicated to making a lasting difference and a positive impact on the advisers we work with and the financial ambitions of their clients.
The investment manager for the independently-minded financial adviser
We are dedicated to making a lasting difference and a positive impact on the advisers we work with and the financial ambitions of their clients.
The investment manager for the independently-minded financial adviser
We are dedicated to making a lasting difference and a positive impact on the advisers we work with and the financial ambitions of their clients.
Investment solutions
Our model portfolios and multi-asset funds are widely available across all major platforms. For any specific enquiries, please feel free to reach out to our team.
Investing for growth (Funds)
Prima funds
These three dynamic funds will be managed using the same investment strategy as our model portfolios. This approach blends the strengths of our active growth portfolios with additional exposure to diverse asset classes like gold and emerging market debt.
Atlantic House Investments is the Investment Adviser for the funds. The ACD is Margetts Fund Management.
Fund | Share class | Fund information sheet | KIID | Prospectus |
|---|---|---|---|---|
Prima Cautious Fund | A Acc | |||
Prima Cautious Fund | Acc | |||
Prima Cautious Fund | Inc | |||
Prima Balanced Fund | A Acc | |||
Prima Balanced Fund | Acc | |||
Prima Balanced Fund | Inc | |||
Prima Adventurous Fund | A Acc | |||
Prima Adventurous Fund | Acc |
Dealing directly
For advisers who wish to deal directly into the fund, they can do so directly with Margetts Fund Management dealing desk on 0345 607 6808.
Visit Margetts Fund Management for further information.
Investing for growth (MPS)
ASPIM Growth Portfolios
The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide.
MPS portfolio | Factsheet | Defaqto | EV | Dynamic Planner |
|---|---|---|---|---|
Growth 2 | ||||
Growth 3 | ||||
Growth 4 | ||||
Growth 5 | ||||
Growth 6 | ||||
Growth 7 | ||||
Growth 8 | ||||
Growth 9 | ||||
Growth 10 | ||||
Growth Equity |
Defaqto risk ratings at November 2024.
EV risk ratings, 20 years, at Q4 2024.
Dynamic Planner Q3 2024.
Past performance is not a guide to future performance.
Investing for income (MPS)
ASPIM Income Portfolios
The income portfolios are for investors who are looking for an income by investing in a diversified range of assets and markets worldwide.
MPS portfolio | Factsheet |
|---|---|
Income 3 | |
Income 4 | |
Income 5 | |
Income 6 | |
Income 7 | |
Income 8 | |
Income 9 |
Investing in passive (MPS)
ASPIM Index Portfolios
The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles.
MPS portfolio | Factsheet |
|---|---|
Index 2 | |
Index 3 | |
Index 4 | |
Index 5 | |
Index 6 | |
Index 7 | |
Index 8 | |
Index 9 | |
Index 10 | |
Index Equity |
Investing ethically (MPS)
ASPIM ESG Portfolios
The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments.
MPS portfolio | Factsheet |
|---|---|
ESG 2 | |
ESG 3 | |
ESG 4 | |
ESG 5 | |
ESG 6 | |
ESG 7 | |
ESG 8 | |
ESG 9 |
Focused (MPS)
ASPIM Focused Portfolios
The Focused portfolios are for investors who are looking for capital growth and income by investing in a diversified range of assets and markets worldwide.
Title | Image |
|---|---|
Focused 2 | |
Focused 3 | |
Focused 4 | |
Focused 5 | |
Focused 6 | |
Focused 7 | |
Focused 8 | |
Focused 9 |
Get in touch
If you would like to discuss your specific requirements, please contact team@aspim.co.uk