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Meeting your goals
How we invest
Our team
A strong track record
Our highly experienced in-house investment team manages investments with an active and disciplined approach across all economic cycles. The team continually monitors the global economy and financial markets to ensure our clients have exposure to attractive long-term investment opportunities.
What we do
How we manage investments
We obtained discretionary investment permissions in 2008 and launched a range of risk-rated multi-asset model portfolios shortly afterwards. In 2018, these were superseded by the VT Esprit Funds, which offer a number of advantages over model portfolios.
How it works
Our funds
Our investment managers work closely with our advisers, giving them a thorough understanding of our clients’ expectations. These ongoing relationships mean advisers can focus on meeting your financial aims and objectives, allowing the investment team to focus on managing asset allocation, portfolio construction, and investment selection.
Our Investment team
Meet our experts
Our in-house investment team has a strong track record of managing investments, with an active and disciplined approach across all economic cycles.
Getting it right
Key benefits of investing with us
We prioritise
diversification
Each fund typically contains between 15 and 25 investments, blending a range of asset classes and strategies for investing across the globe. Diversification is crucial in capturing market upsides, while also mitigating downside risks and overall volatility. Putting your attitude to risk and long-term goals first, we can diversify your investments in a unique way that suits you.
Your investments are closely and continually managed
Our investment team monitors each of our funds daily to ensure we are exposed to long-term themes and structural growth opportunities, while managing downside risks. We have access to some of the industry’s leading investment strategists and economists, which helps us plot the most suitable course for our investment strategies.
We offer rigorous standards of risk management
Our Investment Committee, which includes an independent external member in addition to members of Skerritts management team, ensures that the funds are managed in line with agreed risk parameters. All investment-related activities are reviewed and challenged regularly. These include asset allocation, investment selection, and risk management.
We communicate with you every step of the way
We understand that market volatility and short-term falls in the value of your investments can be unsettling. So, we provide you with regular commentary and fact sheets explaining how we are managing your money, the rationale behind any changes, our outlook for the global economy and various asset classes.
Please note: The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.
Our strategy
A flexible investment approach
We combine a top-down assessment of the global macroeconomic outlook with bottom-up fund research and selection. This strategy enables us to build robust funds that are both multi-asset and globally diversified.
Our investment approach provides exposure to a broad range of asset classes, including:
Government bonds
Corporate bonds
Emerging market bonds
UK equities
Overseas equities
Alternatives
Property
Infrastructure
Commodities
