Verbatim Asset Management

Specialists in multi-asset investment portfolios

Since our launch in 2010, Verbatim Asset Management has had one simple philosophy: to consistently meet your clients' expectations.

We deliver this through a series of risk-managed, multi-asset Investment Solutions, each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile.

We offer a range of active and passive portfolio funds, managed model portfolios and a unique discretionary management service. Our Investment Solutions are overseen by our Independent Investment Committee, which brings with it a wealth of knowledge and expertise to provide governance, oversight and monitoring for all of our products.

We've been doing this consistently from the very beginning.

  • Consistent Reassurance
    We select the industry's top managers to run our funds to a strict mandate, and our Independent Investment Committee consistently monitors our funds according to its risk adjusted return and performance net of fees.
  • Performance Excellence
    Our performance track record highlights that our funds not only consistently deliver performance, but also show growth over time and in-line with their respective fund mandates.
  • Expertly Delivered
    Our Investment Solutions are designed specifcally to meet your requirements. Our Independent Investment Committee and leading professional fund managers ensure our Investment Solutions deliver to your investment objectives.
  • Widely Accessible
    Our Investment Solutions are available across multiple platforms and provide the opportunity for you and your clients to beneft from the core values and expertise of Verbatim.

More and more advisers are choosing Verbatim Asset Management to meet their clients' needs.

Our Investment Solutions

HC Verbatim Portfolio Growth Funds

Launched in 2010, the HC Verbatim Portfolio Growth Fund range has consistently performed within the parameters of each given risk proÿle. Each of the five funds has been awarded a Lipper Leader rating and a Morningstar rating for performance. In 2016, RSMR, one of the leading fund research agencies, accredited the HC Verbatim Portfolio Growth Fund range an RSMR Rated Fund Range Status.

John Husselbee and Paul Kim of Liontrust are the managers selected to run the HC Verbatim Portfolio Growth Funds.

HC Verbatim Portfolio 5 Income Fund

Our fund managers utilise a combination of global direct equities and ÿxed income to meet the target yield. As part of the investment selection process, the fund managers screen the global equity markets with a thematic investment approach, in order to identify stocks that will produce sustainable long-term dividend income.

David Palmer and John Godley of Sarasin and Partners have been appointed to run the HC Verbatim Portfolio 5 Income Fund.

HC Verbatim Multi-Index Funds

Our passive fund range, combines passive instruments to populate the asset allocation along with active management decisions to provide an excellent cost effective solution to maximise potential returns.

Each of the funds has been awarded a Lipper Leader Rating over both three and five year periods, demonstrating consistency in performance and the management of the funds to the proven risk mandates.

Managed Model Portfolios

Our managed model portfolios are independently designed by leading fund research agencies, RSMR and Square Mile. A choice of growth, income and capital preservation portfolios are available, all running to our proven risk mandates and managed at a market-leading rate of 0.25% + VAT.

The portfolios are available on a variety of leading platforms, making them accessible to advisers for a large segment of clients. The portfolios automatically rebalance, which means no administrative headaches for you or your clients, and also time saving beneÿts for you and for your business.

Verbatim Discretionary Service

The Verbatim Discretionary Service is a unique service that provides access to five different investment managers, each offering a different style of investment management. Offering a choice of investment managers allows you, as the adviser, the option to discuss with the client and choose which strategy best meets your client's needs. Clients can switch portfolios easily and swiftly, at no cost, providing unrivalled exibility.

For more information visit: www.verbatimassetmanagement.co.uk or call: 0808 12 40 007

Verbatim Asset Management has taken due care and attention in preparing this document, which is solely for the use of professional advisers. Verbatim cannot be held responsible for any inaccuracies arising out of information detailed within and will not accept liability for any loss arising out of or in connection with its use.