Our investment philosophy

Our investment portfolios

We offer a variety of portfolios to meet the needs of our clients including those who want to invest responsibly.

Our portfolios are developed and monitored by the Hartsfield Investment Committee which meets regularly. Minutes of the meetings are available to clients on request.

Hartsfield ‘Managed Risk’ Portfolios

Hartsfield’s Managed Risk Portfolios aim to give-up some of their potential capital growth in exchange for a likely reduction in volatility and level of ‘drawdown’ in falling markets. They are designed for shorter investment terms, where the ability to recover from any losses may be hampered, or where an investor’s ‘appetite’ for investment risk may be lower than their actual ‘capacity’ for loss.

Cost
0.15% per annum
Risk grades
1-5
Timeframes
Short
Suitable for
All investment sizes

Hartsfield ‘Index’ Portfolios

Hartsfield’s ‘Index’ Portfolios are designed to provide a low-cost way of accessing investment markets. They avoid the high dealing and management charges which can be a drag on performance by investing in a range of passive investments such as Index-Trackers and Exchange Traded Funds. Investors should accept that they will give up the ability to outperform the market in exchange for paying lower charges.

Cost
0.15% per annum
Risk grades
1-5
Timeframes
Medium, Long
Suitable for
All investment sizes

Hartsfield ‘Hybrid’ Portfolios

Hartsfield’s Hybrid Portfolios are designed to achieve investor’s growth objectives by balancing the use of low-cost index funds with the potential for adding value through some use of higher-cost active funds. Portfolios will be reviewed and rebalanced more regularly than the lower cost Index Range to avoid Portfolio Drag. Additionally, tactical decisions will be taken with asset allocation to reflect current market conditions.

Cost
0.30% per annum
Risk grades
1-5
Risk grades
Medium, Long
Suitable for
£50,000+

Hartsfield ‘Responsible’ Portfolios

Hartsfield’s Responsible Portfolios are designed to achieve investor’s objectives while in line with the UN’s Sustainable Development Goals. These goals seek to address the issues of poverty, inequality, climate change, environmental degradation, peace and justice. The market is not yet sufficiently developed to provide funds which are suitable for shorter-term investing and the available funds do not yet cover all of the UN’s Sustainable Development Goals, but the market is growing fast.

Cost
0.30%
Risk grades
1-5
Timeframes
Medium, Long
Suitable for
£50,000+

Hartsfield ‘Custom’ Portfolios

Hartsfield’s Custom Portfolios provide personalised investment management solutions and services to high net worth individuals, families, and corporate bodies. We adopt a team-based approach with the client and financial planner to create a tailored investment solution based on our client’s needs, personal values and goals; for what matters most.

Cost
0.45%
Risk grades
1-5
Timeframes
Short, Medium, Long
Suitable for
£500,000+

The value of an investment and any income from it could decrease as well as increase. The return at the end of the investment period is not guaranteed, and you may get back less than you originally invested.

Our financial planning process ensures that your attitude to investment risk is correctly identified. Then suitable investments are selected which match your selected level of risk but also your objectives, and the financial plan which has been developed for you.

Learn more about our risk ratings

Get in touch

If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message using the form opposite.

Trading Address