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Wellian Investment Solutions

Website: www.wellian-is.com

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Introduction

Wellian Investment Solutions is an award winning multi-manager investment management business. As a multi-manager business it specialises in identifying the very finest investment talent from around the world and then blending and combining these managers together to create robust, diversified portfolios. Wellian Investment Solutions have developed their own bespoke manager selection and asset allocation processes and also undertake extensive due diligence on all of the managers before including them in the model portfolios.

Models

  • Conservative
  • Income
  • Balanced
  • Growth
  • High Income
  • Conservative Passive
  • Income Passive
  • Balanced Passive
  • Growth Passive

Rebalance schedule

When changes are made, at a minimum every 6 months.

Charges

Active: 0.35% + VAT
Passive: 0.25% + VAT

Contact details



01892 550600

Legal disclaimer

This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.

Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.

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WA03442

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WA03442 12/2017