Thesis Asset Management has launched a UK equity- only model portfolio on the Fusion Wealth Platform.
The new model portfolio will be managed by the firm’s associate director Steven Richards. It will have fee of 20basis points plus VAT and will invest in direct securities rather than in funds.
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The UK stock allocation will be selected through an initial quantitative screening of around 350 stocks, which will then be refined to 30 best ideas.
Thesis director of marketing and business development Lawrence Cook said: "We think the Thesis UK equity model is unique in the current market and will offer the wealth managers and financial planners that use Fusion a great portfolio of well researched and refined UK equities.
"Investing directly in stocks as opposed to funds cuts out a layer of costs making it an attractive proposition for investors."
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