Timeline's Multi-Asset Fund Range:

A Globally Diversified Fund Range
for Long Term Growth

Timeline Multi-Asset Fund Range, 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

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

£11BN Assets Under Management as of September 2025.

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.

An experienced investment team led by Nicki Hinton-Jones (Chief Investment Officer) and Laurentius van den Worm (Head of Investment Strategy) whose profiles are below:

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%

timeline-MAF-webpage-icons-evidence-based-september-2025

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.

timeline-MAF-webpage-icons-supported-september-2025

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.

timeline-MAF-webpage-icons-proven-performance-september-2025

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

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

The solution:

Investment Solutions built on our 8-point investment philosophy

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.

The capital markets work

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

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.

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.

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.

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.

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.

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.

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.

Speak To Our Team

Download the Brochure

FUND NAME	ISIN
TM Timeline 30-50% Equity Fund A GBP Acc	GB00BVJ4YV87
TM Timeline 30-50% Equity Fund A GBP Inc	GB00BVJ4YT65
TM Timeline 50-70% Equity Fund A GBP Acc	GB00BVJ4YQ35
TM Timeline 50-70% Equity Fund A GBP Inc	GB00BVJ4YP28
TM Timeline 70-90% Equity Fund A GBP Acc	GB00BVJ4YL89
TM Timeline 70-90% Equity Fund A GBP Inc	GB00BVJ4YK72
TM Timeline 100% Equity Fund A GBP Acc	GB00BVJ4YG37
TM Timeline 100% Equity Fund A GBP Inc	GB00BVJ4YF20

Timeline's Fund Range Is Available on:

Other advised platforms are available on demand.

Learn more about Timeline’s platform

Timeline Charts 2025

Guiding Clients Through Uncertain Times!

Timeline Chart - 2025 - ALT DESIGN_Investing & Politics Chart 2

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.

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

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

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.

Speak to Sales

Download now!

Work Smarter,
Serve Better,
Grow Faster

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

Download Brochure

Success-tour-text-PLAIN-COM-ezgif.com-gif-maker

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

Get in touch

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

Speak To Our Team

Download the Brochure

timeline-maf-lewis-image-footer-october-2025

latest blogs & articles

Research & Guides

1 min read

Timeline Charts 2025

Explore Timeline Charts 2025, data-driven visuals since 1926 covering inflation, gold, equities and more. Designed to empower UK financial advisers.

Research & Guides

4 min read

Navigating Trump's Tariffs

Explore the rationale behind Trump's tariffs, their potential impacts on global markets, and why the US trade deficit is a key factor.

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Research & Guides

4 min read

Trump, Musk, and the Markets: A Spectacle You Should Ignore

Discover why Trump and Musk's political moves shouldn't dictate your investment strategy in our latest analysis. Focus on global diversification for long-term growth amidst market noise.

Timeline's Multi-Asset Fund Range:

A Globally Diversified Fund Rangefor Long Term Growth

The problems we solve:

SMART SIMPLICITY FOR MODERN INVESTORS

Understand the Benefits of Timeline's Fund Range

Low-Cost, Great Value

An evidence‑based, global market cap strategy

built on strong foundations

Proven strategy, trusted performance

A fund range in safe hands

Nicki Hinton Jones

Chief Investment Officer, Timeline

Laurentius van den Worm

Head of Investment Strategy, Timeline

Our Typical Low-Cost Pricing Model

The solution:

Investment Solutions built on our 8-point investment philosophy

Risk and Return are Related

The capital markets work

Asset allocation and portfolio structure drive portfolio return

Consistent outperformance is rare

Costs matter

Investor behaviour is a key determinant of long-term outcome

Diversification is essential

Rebalancing should be driven by market movements

Take a Look!

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

FUND NAME

ISIN

Timeline's Fund Range Is Available on:

Timeline Charts 2025

Guiding Clients Through Uncertain Times!

14+ Charts

Historical Data

Visually Compelling

Results From Major Events

Colourful Perspective

Planning

Portfolios

Planning

Portfolios

Exclusive to financial advisers

Exclusive to financial advisers

How to transition from mps to timeline fund.

1.

Remove DFM Permissions

2.

Sell Down to Cash

3.

Invest in TM Timeline Fund

4.

Be Aware of Tax Implications

Download now!

Work Smarter, Serve Better, Grow Faster

Get in touch

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

latest blogs & articles

Timeline Charts 2025

Navigating Trump's Tariffs

Trump, Musk, and the Markets: A Spectacle You Should Ignore

A Globally Diversified Fund Range
for Long Term Growth

14+  
Charts

Historical  
Data

Visually  
Compelling

Results From  
Major Events

Colourful 
Perspective

Work Smarter,
Serve Better,
Grow Faster