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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.

Managed portfolio service

The managed portfolio service offers a range of actively managed, multi-asset, risk-rated models. The models are all managed to a wide range of risk profilers with targeted return and volatility objectives.  

 

Available across all major platforms. Income, Index and ESG portfolios are also available.

ASPIM Growth
portfolios

ASPIM Growth 1

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ASPIM Growth 2

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ASPIM Growth 3

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Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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2
2
3

Growth factsheets

ASPIM Growth 4

ASPIM Growth 5

ASPIM Growth 6

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Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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2
3
4

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Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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3
4
5

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Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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3
5
6

ASPIM Growth 7

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Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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4
5
8

ASPIM Growth 8

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Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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4
6
8

ASPIM Growth 9

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Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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5
7
9

ASPIM Growth 10

Risk 1 - 5
Risk 1 - 7
Risk 1 - 10

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5
7
10

ASPIM Growth Equity

Defaqto risk ratings at May 2024.

EV risk ratings, 20 years, at Q2 2024.

Past performance is not a guide to future performance. 

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Available across all major platforms

ASPIM Index portfolios 

Index 2
Index 3
Index 4 
Index 5 
Index 6
Index 7 
Index 8
Index 9
Index 10
Index Equity

ASPIM ESG portfolios

ESG  1
ESG  2
ESG  3
ESG  4 
ESG  5 
ESG  6
ESG  7 
ESG  8
ESG  9

ASPIM Focused portfolios

Focused 1
Focused 2
Focused 3
Focused 4 
Focused 5 
Focused 6
Focused 7 
Focused 8
Focused 9

 

ASPIM Income portfolios 

Income 3
Income 4 
Income 5 
Income 6
Income 7 
Income 8
Income 9

Factsheets

Platform partners

Distribution partners
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Our awards

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Get in touch

If you would like to discuss your specific requirements, please contact team@aspim.co.uk

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