Move your Clients and Save up to £18.3M
Benefit from our high-performing evidence-based Portfolios with full Adviser Success Support to migrate your clients. On average we save firms £18.3M in investment fees, per annum.
Your firm may already have a contract with Timeline so it's easy to get started!
Full Support
From Us
Seeing is believing. Why not speak with us? We'll show you exactly how awesome Timeline Portfolios is and provide excellent support to help you get superior portfolios for your clients sooner.
Speak to our Adviser Success Team to get started.
Powered by
technology
Driven by
empirical evidence
Puts the adviser
in control
Intelligently designed model portfolios
Classic
Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia.
- Range from 0% to 100% equity allocation
- Average OCF of 0.13-0.22%
ESG Classic
A globally diversified portfolio to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low-carbon philosophy.
- OCF of between 0.13 and 0.27%
Tracker
Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed income portfolio, according to risk/return requirements.
- A typical OCF of 0.08%.
ESG Tracker
The ESG Tracker portfolio is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating.
- A typical OCF of 0.11% across all models.
Bespoke
What financial advisers say about us
We also offer a Bespoke option
Bespoke
Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.
Our model portfolios are available on:
