Overview In today’s market, many advisers’ model portfolios (CIPs) lean heavily on mega-cap growth companies, particularly through passive index strategies.
While these investments have performed well over the past decade, a concentrated focus on mega-caps can leave portfolios vulnerable when market trends reverse.
Downing Fox offers a diversified alternative, designed to complement existing portfolios by reducing overexposure to current megatrends and supporting more balanced, resilient portfolios for clients.
Our edge is finding the best active fund managers in the business – we believe they can add significant value over market trackers. We then blend different managers together to make the journey a smoother experience for your clients.
To learn more read: How can Fox Funds help advisers to mitigate the potential risk brewing in more passive, mega cap investments?
If you are seeking a smooth, consistent experience for both you and clients with a simple fund structure that balances growth with defence, then MGTS Downing Fox Funds could be for you.
Our team is ready to work with you to understand your clients’ needs and provide solutions that fit seamlessly into their existing portfolios.
Find out more .
Important notice This video is intended for financial advisers and has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing LLP. Any subscription to the fund should be made on the basis of the relevant product literature available from Downing, or from the ACD, Margetts Fund Management Ltd and your attention is drawn to the charges and risk factors contained therein. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested.
Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.
