Rockhold managed portfolios are designed to provide your clients with industry-leading investment solutions that integrate with your advice process.

This site is for UK Financial Advisers, Institutional Investors and Authorised Intermediaries who are authorised and regulated by the FCA.

Such Professional Clients or Eligible Counterparties, clearly defined by the FCA, are deemed to have adequate knowledge and experience of financial markets and products, and capable of assessing risk and making investment decisions.

By continuing to use the information on this site you confirm that you are a Professional Client or Eligible Counterparty and that you have read, understood and accepted the terms & conditions.

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The contents of this site are not for use by private retail investors.
If you are a Retail Client please click to enter the client site.

Client site

Our portfolios are continually managed to meet clear and specific mandates for risk and investment outcomes.

We work with partners who are specialists in their field and who follow our approach to successful investment.

To ensure portfolios have the most appropriate asset class selection we’ve teamed up with Alpha Beta Partners who are specialist in dynamic asset allocation, and The Adviser Centre, who are expert in active fund manager research and have strong relationships with investment houses and individual fund managers. This adds an additional dimension to our proposition; helping drive positive risk-adjusted returns for your clients over the medium to long term.

The Rockhold Investment Committee, made up of experienced industry professionals, regularly reviews each portfolio to ensure that they are performing as expected. The committee retains the power to appoint and replace portfolio managers.

Our portfolios offer:

  • Risk-managed multi-asset portfolios across different risk profiles
  • Clear volatility targets for each risk band
  • A dynamic approach to asset allocation, with a global and forward-looking perspective
  • Fund selection incorporating quantitative and qualitative analysis
  • Competitive fees – 0.15% + VAT for passive portfolios, 0.275% + VAT for active portfolios

 

Rockhold Portfolios are available on:

 

To download the client brochure click below.

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Rockhold portfolios have been
5 Star rated and 5 Diamond rated by Defaqto

Rockhold Passive Portfolios

Rockhold Passive Cautious 31 August 2020 get_app
Rockhold Passive Cautious Balanced 31 August 2020 get_app
Rockhold Passive Balanced 31 August 2020 get_app
Rockhold Passive Balanced Growth 31 August 2020 get_app
Rockhold Passive Growth 31 August 2020 get_app
Rockhold Passive Adventurous 31 August 2020 get_app

Rockhold Active Portfolios

Rockhold Active Cautious 31 August 2020 get_app
Rockhold Active Cautious Balanced 31 August 2020 get_app
Rockhold Active Balanced 31 August 2020 get_app
Rockhold Active Balanced Growth 31 August 2020 get_app
Rockhold Active Growth 31 August 2020 get_app
Rockhold Active Adventurous 31 August 2020 get_app

Rockhold 50% Active 50% Passive Portfolios

Rockhold 50% Active 50% Passive Cautious 31 August 2020docx get_app
Rockhold 50% Active 50% Passive Cautious Balanced 31 August 2020 get_app
Rockhold 50% Active 50% Passive Balanced 31 August 2020 get_app
Rockhold 50% Active 50% Passive Balanced Growth 31 August 2020 get_app
Rockhold 50% Active 50% Passive Growth 31 August 2020docx get_app
Rockhold 50% Active 50% Passive Adventurous 31 August 2020 get_app