Partner Kat Smilewicz was invited by New Model Adviser (NMA) to take part in their recent special edition on Outsourcing vs Insourcing. Kat was asked to comment on managed portfolios for a feature about finding the right balance and how the number of holdings affect costs, volatility and performance.

Kat commented on Waverton’s Balanced MPS and considered the structure of the fund against the metrics outlined above, comparing the fund performance against its target return of UK CPI plus 3% and an independent Asset Risk Consultants benchmark. On this assessment the portfolio has consistently outperformed CPI plus 3% allowing Kat to give a positive review concluding:

“A limited number of underlying funds gives Waverton control over the investment strategy whilst direct access to underlying assets provides unlimited investment universe. Waverton Balanced Portfolio provides the best of both worlds, the simplicity of a platform with the complexity of a bespoke portfolio.”

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