UK-based investment manager Thesis Asset Management has rolled out a range of risk-rated model portfolios that invests in both funds and direct securities.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Managed through the Thesis in-house platform, the new range of seven portfolios will add to the company’s existing active and passive model portfolios.
The new range will be available with a minimum investment level of £25,000 and holds little or no equity exposure.
Thesis said that holding direct securities could potentially save costs compared to buying funds for the client depending on risk appetite. It would bring a saving of 42 basis points on the highest risk mandate compared to the fund-buying active model portfolio.
The model portfolios range will have a portfolio annual management charge between 0.4% to 1.2% and total expense ratios between 0.65% and 2.7%.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataThesis added the portfolios will only comprise UK stocks alongside funds and it is seeking to make them available through other platforms in the future.
Lawrence Cook, director of marketing and business development at Thesis, said: "We anticipate that the securities held directly will be selected by our proprietary stock screening system and represent the UK equity proportion of the portfolios. We are exploring the potential for offering this new service through other wraps in future.
"The minimum entry point of £25,000 is a very low entry point to get direct equity investment and really bring a sophisticated discretionary service within reach of a much greater audience," he added.
