QuantQual

Your Partner in Investment Excellence

QuantQual Flagship Portfolios

Our flagship portfolios represent QuantQual’s premium service and are designed to give clients access to our best ideas and most optimised portfolio blends. These portfolios combine expert insights and high-performance multi-asset models to enhance client outcomes and improve reporting.

By choosing our Flagship Multi-Asset Models, clients benefit from:

Dual-Branded Portfolio Factsheets for a personalised touch
Dual-Branded Quarterly Client Commentary for enriched updates
Enhanced Adviser Quarterly Commentary to keep you informed
Simplified Review Notes that include quarterly commentary for easy reference

Risk Scores

We integrate various risk assessment tools to align portfolios with your client’s objectives, including QuantQual’s proprietary measures, Defaqto (DT), FE, Morningstar, Vanguard, and IA/AFI. These assessments ensure that portfolios are precisely calibrated to meet risk tolerance levels, enabling you to make confident, well-suited investment recommendations.

Explore our Flagship Portfolios to elevate your client service experience and bring their financial goals into focus with QuantQual’s leading-edge strategies.

Growth Portfolios

A suite of six multi-manager growth portfolios focused on long-term capital growth, investing across a diverse mix of multi-asset and single-strategy funds.

Income Portfolios

Five income-focused portfolios are designed to balance capital growth with regular income through diversified assets.

Discretionary Portfolios

Access to our multi-manager strategies with the added benefit of discretionary services is available through our partnership with Legal & General Investment Management (LGIM), and RXI.

Flagship Portfolio Guide

Explore the QuantQual Flagship Portfolios.

Our portfolios are structured to meet a variety of risk and return objectives, providing advisers with a trusted framework for their client's financial planning.