CLIENTS DESERVE BETTER

Timeline Portfolios is the UK’s premier low-cost,
evidence-based, turnkey discretionary model portfolio
service (MPS) exclusive to financial planning firms.

12.8.8 m

Investment fees savings (£) per annum versus average Multi-asset OCF and DFM fees

1.4.4 bn

£ Assets Under Management (AUM)

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Powered by technology
Our Control Centre is your one-stop digital portal for everything you need to manage your centralised investment proposition. This includes investment process documents, performance data and branded portfolio factsheets.
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Driven by empirical evidence
We design portfolios that capture capital market returns based on decades of empirical data and research by Nobel Prize-winning economists. We don’t chase fads, engage in market timing and other behaviours that damage return.
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Puts the adviser in control
Investment management is a commodity. Financial planning is where the real value to clients lies. That’s why we create portfolios that exist only in service of the financial plan. The plan leads, the portfolio follows.

Intelligently designed model portfolios

Our investment process is guided by a hundred years of empirical data, decades of academic research
by renowned economists and the practices of leading institutional investors.

Find out more about our Investment Philosophy and FAQs here.

We offer the following suite of model portfolios:

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Classic

Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia. The portfolios range from 0% to 100% equity allocation, with an average OCF of 0.13-0.22%.

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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, with a typical OCF of 0.08%.

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ESG Classic

The ESG Classic portfolio is a globally diversified portfolio that is well-positioned 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. The fund has an OCF of between 0.19 and 0.34%

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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, with a typical OCF of between 0.10% and 0.15%.

 

We also offer a Bespoke option

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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.

Currently managed on a discretionary basis through

aegon
quilter
wealthtime
fidelity
transact
Nul
7im-2
FusionWealth
aviva
standard-life
fundment
novia2
ajbell

Our typical low-cost pricing model

Get in touch with the Business Development Manager in your region for a personalised quote.

Timeline Portfolios

0.09%

Price per annum. Minimum requirements apply

Key features included:

  • Full service Control Centre
  • Investment Process Document
  • Quarterly Client-Ready Commentary
  • Group Investment Committee Meeting
  • Tolerance-Based Rebalancing
  • Platform Due Diligence
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EVIDENCE-BASED INVESTING

Download our guide to the way we invest and see the benefits for yourself.

What financial advisers say about us