Freyr
Life’s work carried forward
Investor Adviser
You can change this at any time.
MODEL PORTFOLIOS

What you're building deserves someone paying attention.

Our investment team looks after your portfolio, with long-term growth as the aim.
THE FREYR MODEL PORTFOLIO SERVICE

A team that keeps a close eye on it.

You've spent years building this up. Now it needs someone to look after it with the same care and attention you've given it, and the expertise and experience to match.

The Freyr Model Portfolio Service is a professionally managed multi-asset investment. Our investment team decides where your 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.

What is a multi-asset portfolio?
A mix of investment funds that span equities, bonds, alternatives and cash, instead of relying on just one type. Think of it as one carefully built collection, built around a chosen level of risk and managed as a whole.
01
Looked after.
Our experienced investment team does the watching and the research, so you don't have to.
02
Spread widely.
Your money is invested across several different types of investments. This can help smooth the ups and downs as markets change.
03
Within reach.
The funds we use can normally be bought and sold on any working day, so your money isn't tied up.
WHERE YOUR MONEY GOES

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

Your money is spread across several types of investments, with a balance designed to stay resilient when markets get tough and to take advantage of opportunities when they appear.

Asset classes
Equities.
Small slices of companies from around the world that aim for long-term growth.
can rise and fall the most.
Bonds.
Loans to governments and companies that pay interest.
tend to move less than equities.
Cash.
Cash and cash-like holdings, which tend to be the steadiest part of a portfolio.
Alternatives.
Investments such as commodities that don't always move in step with equities and bonds.
another way of spreading
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.
Our team can change the mix of investments and regions at any time, using their experience and research, within each portfolio's risk limits.
Disciplined
Kept within limits.
Every portfolio has a risk level and clear limits to stay within. We don't invest directly in crypto, derivatives or unregulated investments.
TRANSPARENT
Clearly reported.
Clear reporting on what you hold, how it's doing and what it costs.
Choosing a portfolio

Five portfolios, for how you feel about risk.

There are five portfolios, depending on how much risk you're comfortable with and what you want your money to do. Your adviser can help you choose the right one for your circumstances.

your adviser helps you choose
  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 you may get back less than you invest.

WHO MANAGES THE PORTFOLIO

The experience behind your portfolio.

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 you pay, and when.

ANNUAL MANAGEMENT CHARGE
0.20% a year.
Our charge for managing your 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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