Research Portfolios
Asset allocation intelligence to your inbox
- You are a professional investor or financial adviser and want to build and manage your own portfolio, but want some help
- You can license any or all of five broadly diversified Elston Global Diversified multi-asset model portfolios for just £199.99 per month
- The model portfolios are designed to provide a globally diversified multi-asset strategy in a liquid, transparent and cost-efficient format
About the portfolios
The five model portfolios are:
- Designed to performance in line with their risk-return objectives
- Constructed with large, liquid and low-cost ETFs from leading providers
- Implementable on the platform of your choice
What you get
By subscribing to our portfolios you receive all the information you need to build and manage your own portfolio, including:
- Weighting scheme for each asset class and ETF updated quarterly
- Detailed model performance reporting and analytics
- Weekly investment research and insights direct to your inbox
Next steps
- Read the Guide for the managed version of these portfolio
- Read the FAQs on this page
- Hit "Subscribe" and you will receive a link with all you need to get started
Elston Global Diversified Range: £199.99/month
OverviewThis range is designed to provide our Research subscribers with a range of multi-asset portfolios for GBP based investors with different levels of risk relative to Global Equity.
All 5 Research Portfolios in this range are offered at a flat rate licensing fee of £199.99 per month (including VAT). |
Find out moreGuide to Elston Global Diversified Range
Portfolios: Elston Global Diversified 0% Equity Elston Global Diversified 35% Equity Elston Global Diversified 60% Equity Elston Global Diversified 85% Equity Elston Global Diversified 100% Equity |
FAQs
Who is this service for?
This service is for professional investors and financial advisers, who want help creating and implementing an asset allocation strategy, and want to stay on top of changes in investment strategy and outlook.
Who is this service not for?
Retail investors, or investors seeking a personal recommendation or requiring an assessment of suitability as regards their investment needs and objectives.
Why the flat fee?
We offer the Elston Investor range of model portfolios at a flat rate fee of just £199.99 per month including VAT.
This is for research and analytics only, and to receive updates to the models. We do not manage the models for the Subscriber. The subscriber has control as to when and how they implement their own portfolio.
Other costs to consider
As with any portfolio you manage, your chosen platform will charge for dealing and custody charges, whilst the realised performance of your portfolio is net of underlying product costs of the ETFs you select. Your chosen platform is responsible for informing you of these costs.
Will your portfolio's performance be identical to the model portfolio's performance?
No. Reasons for difference in performance will be a function of 1) whether or not you select the same ETFs that are in the model portfolio; 2) whether or not your rebalance your portfolio in line with the model on a timely basis; 3) the dealing and custody costs of your chosen platform. The closer you track the model, the more similar the performance.
About the subscription service
The model portfolios is a research subscription service. The model portfolios are not managed on your behalf, and we cannot assess your suitability for any one of the models or make personal recommendations as regards the appropriateness of any fund within the model or the model as a whole. It is your responsibility to construct and manage your own portfolio using the research provided.
Notice
Our research portfolios are for your reference only and are targeted at professional investors and financial advisers. We do not assess suitability or make personal recommendations. Before making any investments you should review the KIID documents for the respective funds that are made available to you by your broker. Please refer to the notices and disclaimers in the subscription agreement.
This service is for professional investors and financial advisers, who want help creating and implementing an asset allocation strategy, and want to stay on top of changes in investment strategy and outlook.
Who is this service not for?
Retail investors, or investors seeking a personal recommendation or requiring an assessment of suitability as regards their investment needs and objectives.
Why the flat fee?
We offer the Elston Investor range of model portfolios at a flat rate fee of just £199.99 per month including VAT.
This is for research and analytics only, and to receive updates to the models. We do not manage the models for the Subscriber. The subscriber has control as to when and how they implement their own portfolio.
Other costs to consider
As with any portfolio you manage, your chosen platform will charge for dealing and custody charges, whilst the realised performance of your portfolio is net of underlying product costs of the ETFs you select. Your chosen platform is responsible for informing you of these costs.
Will your portfolio's performance be identical to the model portfolio's performance?
No. Reasons for difference in performance will be a function of 1) whether or not you select the same ETFs that are in the model portfolio; 2) whether or not your rebalance your portfolio in line with the model on a timely basis; 3) the dealing and custody costs of your chosen platform. The closer you track the model, the more similar the performance.
About the subscription service
The model portfolios is a research subscription service. The model portfolios are not managed on your behalf, and we cannot assess your suitability for any one of the models or make personal recommendations as regards the appropriateness of any fund within the model or the model as a whole. It is your responsibility to construct and manage your own portfolio using the research provided.
Notice
Our research portfolios are for your reference only and are targeted at professional investors and financial advisers. We do not assess suitability or make personal recommendations. Before making any investments you should review the KIID documents for the respective funds that are made available to you by your broker. Please refer to the notices and disclaimers in the subscription agreement.
NoticeResearch & Consultancy Services are provided by Elston Consulting Limited, Registered in England & Wales, Registration number 07125478 Registered office: 1 King William Street, London EC4N 7AF. VAT Registration Number GB 196833166
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