How our integrated partnership with Old Mutual’s investment experts works
Wealth Select Managed Portfolio
Part of Sycamore Wealth’s Financial Planning service is to monitor and review your holdings and where appropriate make recommendations to change or rebalance the holdings to ensure that the portfolio continues to best meet your needs in line with your attitude to risk.
With this in mind, Sycamore Wealth has partnered with Old Mutual Wealth (OMW) to provide a Discretionary Managed Portfolio Service, run by OMW. This service allows you to give OMW the authority to actively manage your fund portfolio in your investments. This provides a regular re-balancing and switching facility (free of switching charges), always in line with your personal objectives and ‘attitude to risk’.
The ‘Generation Range’
Clients who rely on drawing a regular income from their savings run the risk of running out of money if their investments were to be subject to sharp market dips. The Generation Range aims to manage short-term dips and provide a smoother investment ride. The Range aims to mitigate against the impact of market falls through a focus on ‘short-term risk management’.
‘Active short-term risk management’ forms a part of every stage of your portfolio construction process, to limit the risks that a poor sequence of returns can permanently dent your capital. This means that the managers can act quickly to guard against losses in periods of market stress. The diversified nature of the Range is also aimed at mitigating the risks of capital erosion.