enquiries@ascenciaim.co.uk   |   0161 886 8000

Latest News

  • Data loading...

Investment Solutions

Our portfolios

Ascencia manages a range of investment solutions each with its own pre-determined investment objective and risk profile. Each investment solution is managed on a discretionary basis with the aim of meeting its stated objective.

Investment
Solutions

Ascencia Growth CIP
Ascencia Income & Growth CIP
Ascencia Income CIP
Safety First Portfolio
MPS Portfolio
ESG Portfolio
Shariah-Compliant Solutions
New Horizon OEIC

Select to reveal the principals for each Investment Solution and click through to see full details.

Central Investment Proposition

Ascencia Growth CIP

The aim of the Ascencia Growth solution is to achieve growth in capital over the medium-to-long term, through investment in a diversified portfolio of collective investment schemes, other transferable securities, cash or near cash deposits and money market instruments.

View more detail

Central Investment Proposition

Ascencia Income & Growth CIP

The aim of the solution is to achieve medium-to-long term growth in both income and capital, through investment in a diversified portfolio of collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments.

View more detail

Central Investment Proposition

Ascencia Income CIP

The aim of the solution is to provide a regular income in excess of that available from standard deposit accounts available from UK deposit takers, through investment in a diversified portfolio of high-yielding collective investment schemes, other transferable securities, cash or near cash, deposits and money market instruments.

View more detail

Safety First Portfolio

Our range of Safety First portfolios aim to provide volatility-targeted returns for clients, while at the same time ensuring a smooth investment journey by seeking to protect wealth from market lows and sudden periods of volatility.

View more detail

MPS Portfolio

MPS is an equity-banded solution. It is suitable for an investor seeking to maintain their capital, however also prepared to accept a lower investment return than equity markets over the longer term in exchange for trying to minimise potential losses. They accept that the portfolio will be subject to fluctuations in value to achieve over the medium-to-longer term.

View more detail

Environmental Social and Governance

ESG Portfolio

ESG is an equity-based model portfolio solution that is suitable for an investor seeking to make investment decisions based on strong ethical values, while also looking to achieve an element of capital growth over the longer term.

View more detail

Shariah-Compliant Solutions

Our Portfolio of Shariah-Compliant Solutions aims to create long-term appreciation of capital through investment in a diversified portfolio of securities as defined by a relevant world index, which meets Islamic investment principles. Before investing, please do check that this Fund meets your Shariah requirements, and if in any doubt please consult an adviser.

View more detail

New Horizon OEIC

New Horizon OEIC Portfolio

View more detail

Source: Ascencia Investment Management. The figures (above) are for illustration purposes only at the risk level outlined as at 20/09/19 and should not be relied upon for decision making purposes.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
The investments discussed in this document may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.