Dynamic, long-term portfolios built by experts, powered by technology
Our strategic, long-term approach delivers diversified portfolios that balance risk and return while navigating evolving investor needs.
Financial wellness is a team effort
We enable financial advisers to concentrate on other priorities which require more personalisation.
The benefits
-
Cost
The Ongoing Charges Figure (OCF) of our standard models is less than 10bps, and of our ESG range less than 20bps.
-
Actively managed using index funds and ETFs
We use index funds to gain exposure to markets and sectors around the world. We seek to invest long term with a strategic asset allocation based on global market capitalisation.
-
Platform automation
Our portfolios are only available on our platform, allowing investors to benefit from the full scale of our automation and rebalancing options.
See for yourself. Book a demo.
Discover why so many people you speak to seem to mention Fundment these days.
Our managed portfolios
We operate a range of nine standard and nine ESG portfolios, for all risk profiles.
Combining powerful investment platform technology with model portfolios operation.