1825 Portfolios

All clients have their own goals and feel differently about how they’re prepared to invest their money. So we offer access to a range of solutions to meet those different needs.

One of these solutions is the 1825 Portfolios. These are five investment portfolios made up of a variety of funds.

For more, download our 1825 Portfolios Client Guide (PDF).

Latest Updates

Here you can find updates on the 1825 Portfolios.

You can download our PDF documents to get the latest information on each of the portfolio’s performance, risk level and historical data – helping you decide if the portfolio is right for you.

1825 Portfolio Quarterly Performance Commentary

Remember, as with any investment the value of your fund can go up or down and may be worth less than what was paid in.

This site is for UK clients of our Private Client Management service.