Availability
The DDC Managed Portfolio Service is available exclusively to clients of Herbert & Webster Ltd.
We do not accept investments directly from the public and we do not provide financial advice. If you would like to know whether the service is suitable for you, please speak to your Herbert & Webster adviser.
Approach
A disciplined process for consistent, long-term capital growth.
The portfolio is managed between two optimised risk states and can move between them according to prevailing market risk. It aims to outperform its IA Global benchmark over the long term, with long-term risk comparable to that of the MSCI ACWI.
01
Research
Data-led analysis of markets and funds underpins asset allocation and the selection of underlying holdings.
02
Design
A diversified global portfolio of carefully selected funds, built with close attention to cost.
03
Oversight
Ongoing monitoring and development alongside 8AM Global Limited, the discretionary investment manager.
- Investment manager
- 8AM Global Limited
- Benchmark
- IA Global
- Minimum investment
- £50,000
- Suggested time horizon
- At least eight years
Capital is at risk. Investment Process and Investment Mandate documents are available on request.
Contact
Get in touch
Registered office
Marlow PlaceStation Road
Marlow
SL7 1NB