Our discretionary service
Dart Capital's portfolios are managed using a series of risk rated and diversified asset allocation models, comprised of the most suitable investments across all asset classes.
The portfolios contain a mix of equities, fixed-income securities and alternative assets (i.e. property and targeted absolute return funds). We tend to avoid the more esoteric, higher risk investments such as hedge funds and private equity. Our investment management team looks carefully at the long-term risk and return expectations for each asset class, as well as their interaction with each other.
We value the expertise that other professionals bring, we therefore like to work in close partnership with our clients' other advisers, usually their solicitor and accountant, to ensure that they have the most suitable and joined up arrangements for their circumstances.
Diversification to meet your needs
Client portfolios are actively managed and regularly reviewed. This helps us ensure that all holdings meet our near term views on the relative values of each asset class. If necessary we adjust the portfolios on a monthly basis to ensure they are in line with the investment goals. Any required changes are reviewed and approved by the Investment Managers prior to being transacted.
Any changes to your portfolio will be highlighted in your quarterly Portfolio Valuation.