Investment Tools

We utilise the index and asset allocation strategies from Barclays Global Investors (BGI). Exchange Traded Funds (ETFs) offer the benefits of an index tracker fund with very low institutional charges along with the flexibility of real-time dealing. BGI, a subsidiary of Barclays Plc, is one of the world’s largest institutional asset managers with £834 billion of assets under management. It is also one of the largest providers of index fund strategies and tracks over 250 indices worldwide.

We take advantage of value added investment strategies available through Dimensional Fund advisers. Dimensional manages in excess of £50 billion for more than 175 of the world’s top institutional clients and select fee based advisers.  Dimensional maintains numerous affiliations with academics at the leading edge of financial and economic theory. It applies this intellectual capital to the practical world of investing by offering sophisticated research based asset management solutions that were once only available to institutional investors.

Back to top