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Timeline's Multi-Asset Fund Range:

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.

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The problems we solve:

SMART SIMPLICITY FOR MODERN INVESTORS

Timeline 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.

 

Proven Track Record  

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

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£11BN Assets Under Management as of September 2025.

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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. 

Understand the Benefits of Timeline's Fund Range

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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

Managed by Nicki Hinton-Jones and Laurentius van den Worm, supported by the wider Timeline investment team of 14 professionals.

Nicki Hinton Jones

Chief Investment Officer, Timeline

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 £10 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, Timeline

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)

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The solution:

Investment Solutions built on our 8-point investment philosophy

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Risk and Return are Related

There is good risk and bad risk. Higher exposure to the right risk factors or premia leads to higher expected returns but is no guarantee of them. Risk is the premium investors pay for the expectation of a greater return.

 

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The capital markets work

Manage planning, portfolios, transfers, trading and custody with one login, one dashboard and one client database.

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Asset allocation and portfolio structure drive portfolio return

The most important factor determining the level of risk and variability of return in a portfolio is asset allocation.

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Consistent outperformance is rare

Economic uncertainties, random market movements, and the rise and fall of individual companies mean it is extremely difficult for anyone - including professional fund manage-rs - to beat the market in the long term. There is a significant body of research to suggest that outperformance by most fund managers is down to luck rather than skill.

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Costs matter

Costs reduce an investor's net return and represent a hurdle for a fund. Before a fund can outperform, it must first add enough value to cover its costs. Sadly, the vast majority of professional fund managers fail to add value and high cost is a strong predictor of poor fund performance.

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Investor behaviour is a key determinant of long-term outcome

All too often, Investors let their emotions get the better of them with dire consequences for investment returns. We expect that planners working with Timeline add significant value by helping clients maintain a disciplined approach, especially in extreme market conditions.

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Diversification is essential

Diversification is the principle of spreading your investment risk around. Our investment portfolios hold the shares and bonds of many companies and governments in many countries around the world.

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Rebalancing should be driven by market movements

Unnecessary portfolio rebalancing, often arbitrarily timed around client review meetings, damages investment returns. Rebalancing should be driven by market movements to ensure portfolios remain in line with risk parameters and return objectives.

Easy-of-use ensures new users learn to use prototyping tools.

Collaborate seamlessly across devices from wherever you may be - whether you're in the office, on the go, or making last-minute changes before your next meeting.

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Take a Look!

a deep dive into Timeline's multi-asset fund range

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.

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Download the Brochure

 

Timeline's Fund Range Will Be Available On All Platforms
Supporting Our MPS Service

Other advised platforms are available on demand.
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Learn more about Timeline’s platform

Timeline Charts 2025

Guiding Clients Through Uncertain Times!

Find out More
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14+ 

Charts

Gain access to all charts, including summarised content.

Historical 

Data

We use empirical data going back from 1926 to the modern day.

Visually 

Compelling

See how portfolios fared under a wide range of market conditions.

Results From 

Major Events

From bull and bear markets, recessions, and political parties.

Colourful

Perspective

On how wealth compounds in various asset classes and portfolios over time.

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Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.
Find out more
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Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
Find out more
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Portfolios

Planning

Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients. 

Enquire Today

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Enquire Today

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

 

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

How to transition from mps to timeline fund.

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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MAF brochure

 

 

Download now!

Work Smarter,
Serve Better,
Grow Faster

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

Download Brochure
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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

Book A Tour

Get in touch

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

Speak To Our Team
Download the Brochure
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Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, 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.