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Model Portfolios?

At Reid Scott & Ross we have chosen to use Model Portfolios built to match different attitudes to risk and to help us monitor and invest your wealth appropriately.

Read below and find out more information about how Model Portfolios can benefit you and your investments.
Model Portfolio
What is a Model Portfolio?
Model Portfolios combine asset allocation with fund selection, creating a range of portfolios based on different attitudes to risk.

We work in conjunction with industry specialists (OBSR) to produce the model portfolios that we invest your wealth into. This enables us to take advantage of expertise in investment selection.

OBSR
Old Broad Street Research (OBSR) are one of the industry’s leading fund research companies.

OBSR have extensive knowledge of each fund manager and fund group and are responsible for selecting funds to populate each portfolio from a selected range of competitively priced funds.

   
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Research Approach:
OBSR use an investment research approach that is founded upon forward-looking, qualitive research. Their approach is to combine funds on the basis of their knowledge of the fund manager rather than solely on backward looking statistical analysis.

Funds selected for the model portfolios are reviewed on a regular basis in line with OBSRs timetable for manager meetings.

We monitor these changes and will rebalance your investments in line with any alterations, we will also review your attitude to risk and make any appropriate changes where required.

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