Simple

Our range of multi-asset funds consists of four funds of funds. Each portfolio differs depending on how much equity, or ‘growth’, exposure they have, enabling you to recommend the option you feel is suitable for your client.

Balanced

Our fixed allocation strategy of growth and defence components provides a smooth, consistent experience for both advisers and clients, avoiding emotional, reactive rebalancing and keeping clients invested for the long term.

Easy to use

Simple fund structures and straightforward portfolios reduce the stress and time of managing a CIP, freeing you to focus on more value-add aspects of advice such as building client relationships.

Affordable

Our unique ‘whisky & water’ pricing structure means you are only charged for the equity exposure in each fox fund – which is 100% actively-managed - with the non-equity or ‘defence’ component effectively free of charge.

Active

Our edge is finding the best active fund managers in the business – we believe they can add significant value over market trackers. We then blend different managers together to make the journey a smoother experience for your clients.

Diversified

Designed for those seeking distinct opportunities that fit into existing portfolios. We hold c.40 actively managed funds, ranging from small-cap value to mega-cap growth, offering your clients flexible, alternative options for diversification.

True defence

We aim to protect your clients against market volatility by holding assets with a proven ability to defend when equities fall. This means we avoid unproven alternative assets and strategies, and only hold cash or developed-market government bonds instead.

Tax advantaged

Unlike with most MPS or DFM, you don’t need to worry about the manager triggering capital gains taxes when rebalancing your clients’ portfolios. All changes within our funds of funds structure are CGT-free, giving you back control over the timing of any tax-triggering changes.

‍

Important notice

This content is intended for financial advisers and has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing LLP. Any subscription to the fund should be made on the basis of the relevant product literature available from Downing, or from the ACD, Margetts Fund Management Ltd and your attention is drawn to the charges and risk factors contained therein. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested.

Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.