MODEL PORTFOLIOS

What your clients are building deserves someone paying attention.

Actively managed multi-asset portfolios from an investment team you can actually talk to, with long-term growth as the aim.
THE FREYR MODEL PORTFOLIO SERVICE

A team that keeps a close eye on every portfolio.

Your clients trust you with what they've spent years building. We look after their portfolio with the same care and attention you give them, and the expertise and experience to match.

The Freyr Model Portfolio Service is a range of actively managed multi-asset portfolios, built predominantly from passive funds. Our investment team decides where the money goes, with the aim of growing it over the long term. They follow the markets closely without trying to guess what comes next, and rely on experience and research to judge when a change is needed.

HOW WE RUN THEM
The investment team sets the asset allocation and chooses the funds, mostly passive, with discretion to weight any type of asset or region within each portfolio's risk limits. There's no direct crypto, no derivatives and no unregulated investments.
01
Looked after.
Our experienced investment team does the watching and the research, so you have more time for your clients.
02
Spread widely.
Your client's money is invested across several types of investment. This can help smooth the ups and downs as markets change, though it can't rule out losses.
03
Within reach.
The funds we use can normally be bought and sold on any working day, so your client's money isn't tied up.
WHERE THE MONEY GOES

A mix of investments, each with a job to do.

Each portfolio blends equities, bonds, cash and alternatives, set to a risk level you can match to your client's attitude to risk. The balance is designed to help the portfolio stay resilient when markets get tough and to take advantage of opportunities when they appear.

Asset classes
Equities.
Global exposure through index funds and ETFs across the UK, North America, Europe, Japan, Asia Pacific and emerging markets.
where growth is sought.
Bonds.
Government and corporate bonds, including index-linked gilts.
income and balance.
Cash.
Money market funds and deposits, which tend to be the steadiest part of a portfolio.
Alternatives.
Indirect exposure, for example to commodities, that doesn't always move in step with equities and bonds.
Added diversification.
What we believe in
Independent
Chosen on merit.
We have no funds of our own to sell, so we pick from across the market and every fund has to earn its place.
Active
Watched closely.
The investment team can change the mix of investments and regions at any time, within each portfolio's objective and risk limits. The funds are predominantly passive, and the decisions about weighting are active.
Disciplined
Kept within limits.
Every portfolio has a risk level and clear limits to stay within. There's no direct exposure to crypto, derivatives or unregulated investments.
TRANSPARENT
Clearly reported.
very portfolio has a factsheet showing top holdings, charges and key risks.
Choosing a portfolio

Five portfolios, for how your clients feel about risk.

Risk-rated from 3 to 7, to match your client's attitude to risk and what they want their money to do.

matched to your risk profiling
  1. Risk 3 Cautious
  2. Risk 4
  3. Risk 5 Balanced
  4. Risk 6
  5. Risk 7 Adventurous
Generally smaller ups and downs More bonds and cash
Generally bigger ups and downs More equities

Every portfolio can fall in value, and your client may get back less than they invest.

WHO MANAGES THE PORTFOLIO

The experience behind our portfolios.

Chris Fernyhough
Investment Manager
Chris has spent more than 15 years managing portfolios that spread money across different types of investment.
Alex Young
Investment Research & Due Diligence
With more than 20 years in financial services, Alex has spent the last decade researching funds and checking them thoroughly.
John Douthwaite
Business Development & Compliance
John has helped build several stockbrokers and custodians, and has spent years making sure firms meet the regulator's rules.
Understanding our fees

What your clients pay, and when.

ANNUAL MANAGEMENT CHARGE
0.20% a year.
Our charge for managing the portfolio.
ENTRY AND EXIT FEES
Nothing.
To start or to leave.
FUND RUNNING COSTS
Currently 0.16% to 0.24%.
Charged by the funds themselves. They vary by portfolio and over time.
Ask us about fees
Platform and adviser charges are separate and can vary.
Talk model portfolios with us.
We can walk through the risk profiles, the holdings and the reporting with you.
Talk to the team Further reading
Risk warnings
  • Capital at risk.
  • The value of your investment may go down as well as up, and you may not get back what you initially invested.
Regulatory disclosure

Freyr Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FCA), Firm Reference Number 1016385.
Freyr Investment Management Limited is registered in England & Wales under Company House number 15490639.
Registered office: Crescent House, Crescent Road, Worthing, West Sussex BN11 1RN

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