Straightforward portfolios built in-line with your attitude to risk
It’s likely that your current financial adviser is selecting your funds for your pension, savings and investments. However, here lies the problem in that financial advisers are experts in overall planning but they are not stockbrokers, fund selectors or analysts so cannot be expected to accurately assess the risk level of funds or monitor and switch funds to secure the desired returns for a rapidly changing global market.
ÆON was created to address this problem, to reduce costs and generate better returns for the offshore investor. With partners such as Fidelity and Quilter Cheviot who have investment teams looking at the markets 24/7 and making adjustments, rebalancing where necessary to ensure your portfolio is always aligned to your risk profile.
Our portfolios have been specifically designed to match your risk appetite, which can be determined by using our questionnaire. Calculate yours
Portfolios are rebalanced constantly to ensure that they remain in line with your risk profile and stay on track.
Our fund managers
Established in 1771 and one of the original founders of the London Stock Exchange and now part of Old Mutual Wealth, Quilter Cheviot are a key partner for our clients and a leading light in the investment management world. The standards they have set have been recognised with the award of a Defaqto 5* rating for their discretionary and managed portfolio service with over £18 billion in assets. They have a keen insight to the complex financial markets and through the use of stock, tracker/index, ETF and mutual funds all at institutional access, they bring a unique new level of sophistication and results to our clients.
Established in 1969 as the international arm of Fidelity Investments, Fidelity International became independent of the US organisation in 1980 and is privately owned by the management and the original founding family. As of 30th June 2016, Fidelity International is responsible for $352 billion of customer assets in 24 countries. Fidelity International is one of the largest asset managers in the world with over 400 investment professionals and has won more than 200
awards across Europe and Asia.
This fund aims to provide moderate long-term capital growth by mainly being exposed to bonds, deposits and cash to give an emphasis on capital preservation.
This fund aims to provide long-term capital growth from a balanced exposure to equities and debt instruments but may also be exposed to commodities, real estate and cash/deposits.
This fund aims to provide long-term capital growth mainly from exposure to equities but may also be exposed to debt instruments, commodities, real estate and cash/deposits.
Fees & Charges
The ongoing charge (OCF/TER) is a measure of the total costs associated with managing and operating an investment fund. These costs consist primarily of management fees and additional expenses, such as trading fees, legal fees, auditor fees and other operational expenses.