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P1 Ethical, Hybrid and Passive Model Portfolio Service

Website: www.p1-im.co.uk

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Introduction

P1 Investment Management (P1) is a discretionary investment manager working closely with industry professionals, using technology to overcome the restrictions and limitations dominant in many traditional investment houses.

Our Managed Portfolio Service (MPS) provides a range of carefully and professionally managed investment portfolios spanning hybrid, passive and ethical portfolios.
With the client outcome in mind, our investment process combines our strategic and tactical asset allocation with granular portfolio construction and stock selection to add further value.

Our portfolios are built around core holdings with satellite tactical investments aiming to take advantage of shorter term themes. Our hybrid portfolios consist of active and passive investments. Passive investments are used where we believe active managers are not able to add value sufficiently to justify the higher charges. As a result, we believe our hybrid portfolios have the ability to outperform while having a lower overall cost. We also strive to raise awareness about the importance of ethical and sustainable investment and increase familiarity with the concept through seminars and lectures. We endeavour to engage with fund houses and to shape the ethical and sustainable investment debate.

Models

Model portfolio Portfolio type 
Adventurous Hybrid portfolio
Income Seeker Hybrid portfolio
Growth Seeker Hybrid portfolio
Income Focus Hybrid portfolio
Temperate Hybrid portfolio
Growth Focus Hybrid portfolio
Lower Risk Income Hybrid portfolio
Lower Risk Growth Hybrid portfolio
Protective Hybrid portfolio 
Adventurous Passive portfolio 
Moderate Adventurous Passive portfolio 
Moderate Passive portfolio 
Cautious Moderate Passive portfolio 
Cautious Passive portfolio 
Growth Ethical & Sustainable portfolios 
Temperate Ethical & Sustainable portfolios
Lower Risk Ethical & Sustainable portfolios 




Rebalance schedule

Quarterly every January, April, July and October.

Charges

Portfolio type Assets Fee (excl. VAT)
Hybrid portfolios less than £1M 0.25%
£1M and above 0.1%
Ethical & Sustainable portfolios less than £1M 0.4%
£1M and above 0.1%
Passive portfolios - 0.1%


Contact details

Jonathan Richards, Head of Business Development:


07496 362 296
or
01392 953 076

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WA03442

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WA03442 12/2017