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FOR FINANCIAL ADVISERS ONLY

Multi-Asset Funds

A Globally Diversified Fund Range
for Long Term Growth

Timeline Multi-Asset Fund Range is a comprehensive suite of funds designed to deliver robust investment solutions tailored to diverse client needs.

Our approach blends evidence-based strategies, meticulous risk management, and transparent reporting, enabling advisers to offer confidence and clarity to their clients.

Important

The value of investments can fall as well as rise. You may get back less than you invested. Past performance is not a reliable indicator of future results.

The problems we solve:

SMART SIMPLICITY FOR MODERN INVESTORS

Timeline multi asset funds are designed to unlock the full potential of global markets, delivering a smart, multi-manager, diversified investment strategy that positions your clients for long-term success.

DRAFT OCF OF 0.2%

 

Proven Track Record  

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11 years managing evidence-based investments with a proven track record.

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£15BN Assets Under Management as of August 2026.

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Timeline has a unique partnership with Northern Trust as the sub-investment manager, administrator and custodian and Thesis Unit Trust Management Limited as the authorised corporate director (ACD) for our Multi-Asset Fund Range.

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An experienced investment team led by Nicki Hinton-Jones (Chief Investment Officer) and Laurentius van den Worm (Head of Investment Strategy) whose profiles can be found on this page. 

A deep dive into Timeline's Multi-Asset fund range

Understand the Benefits of our Multi Asset Funds

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Low-Cost, Great Value

 

Benefit from a multi‑manager approach that combines:

• Timeline’s oversight with the expertise of external managers.

• Clear, simple reporting designed for ease of use.

UK-domiciled fund with an ongoing charge figure (OCF) of 0.2%

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An evidence‑based, global market cap strategy

• Built on Timeline’s eight-point investment philosophy, grounded in decades of academic research and empirical evidence.

• Straightforward, diversified strategy that supports long-term investing.

• Systematic rebalancing strategy designed to control risk exposure and enhance long‑term returns.

• Ideal for clients who value discipline over speculation.

 

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built on strong foundations

• A unique relationship with Northern Trust and Thesis Unit Trust Management Limited.

• Northern Trust acts as sub‑investment manager, administrator, and custodian.

• A streamlined, all‑in‑one structure that removes friction, reduces costs, and delivers institutional‑grade efficiency.

• Backed by Northern Trust and Thesis Unit Trust Management Limited's proven track record and global credibility.

• The authorised corporate director and authorised fund manager is Thesis Unit Trust Management Limited.

 

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Proven strategy, trusted performance

Replicates our Timeline Tracker Model Portfolio Service.

• Tracker’s proven record of top rankings in the Morningstar MPS database highlights its ability to deliver reliable long‑term growth.

• Same strategy, now in a single, unitised fund structure

 

A fund range in safe hands

Our multi asset funds are managed by Nicki Hinton-Jones and Laurentius van den Worm, supported by the wider Timeline investment team of 14 professionals.

Meet the rest of our brilliant Investment Team here.

Nicki Hinton Jones

Chief Investment Officer

Nicki joined Timeline in 2019, just ahead of the launch of our Model Portfolio Service (MPS). Since then, she has played a central role in growing the investment proposition, with assets under management now exceeding £15 billion.

Nicki spent 15 years in institutional asset management as a portfolio manager before founding a small consultancy that helped financial advisers develop their investment strategies.

Nicki Hinton-Jones

Chief Investment Officer, Timeline
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Laurentius van den Worm

Head of Investment Strategy

Laurentius comes from a wealth management background in South Africa. He started out as a Certified Financial Planner® before moving into a more focused role in investment management.

He holds a bachelor’s degree in business science from Stellenbosch University and is also a CFA® Charterholder and a member of the CFA Institute.

Laurentius van den Worm

Head of Investment Strategy, Timeline
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Our Typical Low-Cost Pricing Model

Timeline Multi-Asset Fund OCF

0.20%

per annum 
(Minimum requirements apply)

MAF brochure

 

 

Download now

Work Smarter,
Serve Better,
Grow Faster

Learn more about Timeline's Multi-Asset Funds in detail within our brochure!

The solution:

Investment Solutions built on our 8-point investment philosophy

 

Timeline's investment approach is built on eight evidence-based principles drawn from decades of academic research and real-world market data.

Take a Look!

a deep dive into our multi-asset funds

Want to understand each fund in the range? Take a look at the full list in our range here and learn about them in our brochure.
You can also click on the fund names to read their fact sheets.

If you're unsure about any terms used in our documents, our carefully crafted glossary can help you learn more.

Timeline's Multi-asset Funds Will Be Available On All Platforms
Supporting Our MPS Service

Other advised platforms are available on demand.
7im
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Aegon-2024
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aviva
fidelity
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FusionWealth
M&G2
Nul1
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quilter
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SS-C---Hubwise
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Wealthtime
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How to transition from mps to timeline multi-asset funds?

1.

Remove DFM Permissions

Ask your platform to remove Discretionary Fund Manager (DFM) permissions. This detaches the account from the MPS model. (Note: this may force-sell institutional-only assets on some platforms).

2.

Sell Down to Cash

Once the account is adviser-directed, sell all holdings to cash. This typically takes 2–5 business days. Some platforms can queue the fund purchase in parallel to reduce downtime.

3.

Invest in TM Timeline Fund

Reinvest the cash into your chosen Timeline Fund. Lump sum and regular contributions are both supported.

4.

Be Aware of Tax Implications

Selling MPS assets may trigger capital gains tax if gains exceed your client’s allowance. Your platform can generate a capital gains tax report to help with any tax filing.

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Get in touch:

Book a Call to See Timeline's Multi-Asset Fund Range in Action

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Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.