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Cash & Cautious Bond Portfolio

This active discretionary portfolio management service (DPS) invests in a bespoke and fully flexible selection of liquid, high-quality cash and bond investments, with the aim of beating the returns available on cash accounts.

Bespoke Cash & Cautious Bond portfolios are a solution for clients looking for a more sophisticated solution to addressing the headwinds for savings rates. 

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Why recommend our portfolio?

  • Tailored solutions: The portfolios can be adapted to individual clients' specific liabilities, drawdown needs, and timescales, while also offering the potential for tax-efficient returns through the inclusion of bonds that are exempt from capital gains tax
  • Diversification: Offers greater diversification than many existing near-cash strategies and gilt ladder services on the market. Utilising a broader selection of instruments such as sterling cash, money market funds, UK Treasury-bills, conventional gilts and supranational, sub-agency and agency (SSA) bonds
  • Flexibility: There is no upper limit to how much can be invested in each portfolio and top-ups can be made at any time. Underlying investments are highly liquid so investors can sell quickly if needed
  • Competitive yields: Help your clients achieve returns that aim to outperform traditional savings account returns

Discover more: To learn about the benefits of the Cash & Cautious Bond Portfolio, download our comprehensive guide.