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Managed Investment Portfolio Service

Sophisticated, Risk-Managed Investing Portfolios for the Astute Investor

Experience the benefits of AHR Group’s managed investment portfolio service with our five risk-rated model portfolios. Choose from Defensive, Cautious, Balanced, Growth, or Speculator to align with your financial goals and risk tolerance.

Are you ready to grow your wealth?

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Benefits of Our Managed Investment Portfolio Service

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01

Risk-assessed portfolios

Our investment committee has designed five risk-rated model portfolios in three major currencies (GBP, USD, and EUR) including Defensive, Cautious, Balanced, Growth, and Speculator.

Our approach focuses on selecting the best-in-class managers for the active portion of the portfolios, ensuring a well-rounded mix of management styles, strategies, and asset classes.

02

Performance Monitoring

To keep you informed and in control, we provide monthly investment performance reports, offering detailed insights into your portfolio’s progress, performance, and overall health.

03

In-house Investment Team

Benefit from the expertise of our highly-qualified, in-house investment specialists with extensive experience and knowledge in the investment landscape.

Our dedicated team works tirelessly to research, analyse, and manage your portfolio, ensuring your investments are optimised for long-term success.

04

Global Scope and Independence

Our managed service boasts an international focus, providing access to diverse products from different markets and industries.

This approach allows for a well-rounded and diversified portfolio, minimising risk and maximising growth potential.

05

Multi-Currency Investments

Embrace the advantages of a multi-currency investment strategy, which allows you to diversify your portfolio across various currencies.

This approach manages risk by providing additional layers of protection and potential growth for your investments.

Why AHR Group?

Dedicated Investment Specialists

AHR Group’s managed investment service is managed by a team of fully-qualified investment professionals bringing a wealth of industry knowledge and experience, who deeply understand the financial markets and the investment landscape.

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Fully Licensed and Regulated

We welcome and acknowledge the importance of stringent regulation and licensing in the financial advice sector. Our advisers are fully licensed and regulated to provide industry-leading, trustworthy guidance to our clients.

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Fully Transparent Fees

At AHR Group, we believe in complete transparency regarding our fees. When managing your financial future, we understand that you want to know precisely what you are paying for. That’s why we clearly outline our fees upfront and explain what each fee covers.

One of the main benefits of transparent fees is that it allows you to make informed decisions about your financial planning. When you know precisely what you are paying for, you can decide whether the services offered are worth the cost.

This level of transparency also helps to build trust between you and your financial adviser. As a result, you can be confident that you are not being taken advantage of or overcharged.

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AHR Group's Managed Investment Portfolio service and its dedicated team of advisers have given me the confidence and peace of mind to know my investments are expertly managed and aligned with my goals. Allowing me to focus my attention elsewhere.

Sandra

57, Australia

How Our Service Works

Begin your journey with a free personalised call with our expert advisers.

Collaborate with our industry-leading team to identify your unique investment aspirations and risk tolerance.

Receive our recommendations based on our five risk-rated portfolios, tailored to your investment goals.

Examine the proposed strategy, ensuring it aligns with your financial objectives and expectations.

Confidently move forward with our advisers, who will implement your tailored investment plan.

Benefit from our continuous monitoring and assessment of your portfolio to ensure it remains aligned with your financial objectives.

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Discover Your Ideal Investment Plan

Elevate your wealth with the perfect investment plan designed to suit your unique financial objectives.

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Self Investment Managed Investment Portfolio Bespoke Investment Portfolio
Ongoing Investment Portfolio Analysis
Access to Qualified Investment Professionals
Access to a Broader Investment Universe, Including Institutional Access
Risk Managed Analysis
Quarterly Investment Reviews
Performance Reporting
Five Risk-Rated Portfolios, Tailored to Your Investment Goals
Customised to Accommodate Investment Preferences
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Model Investment Portfolio Service Factsheets

Our factsheets deliver in-depth insights into our portfolio strategies, performance metrics, and asset allocations. Explore the performance of our five risk-rated model portfolios.

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Portfolio EUR USD GDP
Defensive MPS Defensive Factsheet Q3 2023
Cautious MPS Cautious Factsheet Q3 2023
Balanced MPS Balanced Factsheet Q3 2023
Growth MPS Growth Factsheet Q3 2023
Speculator MPS Speculator Factsheet Q3 2023
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Managed Investment Portfolio Advice

Speak with one of our experts during a complimentary 15-minute call, and you’ll:

  • Delve into the ideal managed portfolio tailored to you.
  • Discover how our five risk-managed investment portfolios can enhance your wealth-building journey.
  • Gain insights into the advantages of implementing a professionally managed investment portfolio strategy.
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What’s Happening in the Market?

Stay ahead of the game with our weekly and quarterly market updates. Our expert brokers provide in-depth analysis of the latest market trends and movements, giving you the information you need to make informed investment decisions.

Financial Market Updates

Read the latest weekly financial market update from our investment team.

Quarterly Market Report

Download the latest quarterly market report from our investment team.

Managed Investment Portfolio FAQs

A managed investment portfolio is a service for investors who prefer a financial investment advisor to manage their investments.

Investment experts create and manage an investment portfolio of financial assets, such as stocks and bonds, on behalf of their clients. The advisor is responsible for the following:

  • Market research.
  • Selecting assets.
  • Rebalancing the portfolio in response to market changes and investor goals.
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