Model Portfolio Service
Exclusively for Financial Advisers
An Introduction to Fundhouse Model Portfolio Service
Fundhouse at a Glance
As at 31 January 2025
Portfolios Available to You
- Independent and unbiased
- Institutional-grade asset allocation
- Award-winning fund research
- Proven long-term track record
- Low-cost
- Transparent and clear investment views
- Evidence-driven
- Exceptional client service
- Direct access to our experienced investment team
Where You Can Find Our Portfolios
Service
Portfolio Rebalancing
- Continuous monitoring
- Limited trading
- Rebalancing when needed
- Clear communication
- In-depth reporting
Reports & Content
- Monthly performance analysis
- Monthly factsheets
- Monthly market commentary
- High-quality videos
- Regular webinars
- Quarterly updates
- Model portfolio change notes
- Brochures and adviser literature
- Adhoc market commentary
Service
- Hands-on
- Dedicated support portal
- Direct investment team access
- Joint branding
- Exclusive insights
- Long-term partnership
- Investment committee support
- Transparent, honest and unbiased
Speak to the Team:
Discover how we can help.
Book an in-person or virtual meeting.
Request factsheets and literature.
Adviser Testimonials
FAQs
Fundhouse partners with Professional Clients who are Financial Advisers. We are known for our ability to support adviser firms of all sizes. Our Model Portfolios are accessible via a wide range of platforms.
Fundhouse Model Portfolios are available via a wide range of platforms. We are happy to add Model Portfolios to other platforms for Financial Advisers. Please email mps@fundhouse.co.uk if additional platform coverage is required.
Available platforms:
- 7IM
- Abrdn Wrap
- Aegon
- Aegon ARC
- Aviva
- Elevate
- Fidelity
- Hubwise
- M&G
- Nucleus
- Parmenion
- Quilter
- Scottish Widows
- Transact
- Wealthtime (Novia)
The Fundhouse Investment process can be broken down into six key steps:
- Investment Outcome: Each portfolio starts with a long-term cash + investment goal.
- Strategic Asset Allocation: Deciding a long-term mix of investment asset classes (equities, bonds, etc).
- Active Asset Allocation: Contrarian, long-term but well-diversified views.
- Fund Selection: Picking the best funds for the target asset class mix.
- Portfolio Construction: Blending the funds to maximise returns and minimise risks.
- Ongoing Review: Significant ongoing review of returns, risk, liquidity and positioning.
Our fee for active (Core and Responsible) Model Portfolios is 0.15% p.a. for passive (Index Plus) Model Portfolios is 0.09% p.a.
At Fundhouse, we take Environmental, Social and Corporate Governance (ESG) standards seriously and see them as integral to our firm mission of doing the right thing for end savers, our clients, and the industry.
In line with these principles, we offer a dedicated Responsible range of three Model Portfolios with differing risk profiles, all seeking to achieve a return greater than cash over the long term. Fundhouse has a proprietary scoring system through which each underlying fund is evaluated on its ESG credentials. The system assesses the corporate entity and the fund with a bias placed on the fund. A high score indicates a high level of emphasis is placed on ESG principles.
Our Responsible Model Portfolios aim to hold companies that meet specific environmental, social and ethical criteria and exclude companies that violate United Nations Global Compact principles. As such, the portfolio will exclude or have negligible exposure to antipersonnel mines, chemical or biological weapons, cluster munitions and nuclear weapons industries.
Responsible Model Portfolios follow the same process and asset allocation approach as our Core Model Portfolios.
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