Investment fees savings (£) per annum versus average Multi-asset OCF and DFM fees
Assets Under Management (£ AUM)
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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%.
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%.
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%
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%.
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.
Price per annum. Minimum requirements apply
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We chose Timeline Portfolios because they allowed advisers to be able to run a full CIP which could be white labelled. Also, the fact that the proposition is only available to advisers rather than being available direct to consumers/D2C platforms was very important to us. The use of Timeline's technology is an important factor to us as a firm we try to put technology at the forefront of our business. Everything that they have said they would do they have delivered on.
I love embracing technology and with Timeline Portfolios there are always new developments and they help us to communicate well with our clients through their highly visual tech and reporting.
For us and our clients, it's great to have a team of individuals behind us focused on their investments - including dedicated investment analysts and investment specialists. We have a process and an investment philosophy that we can explain and have full confidence in.
I was looking for a partner who provides a strong evidence-based approach to investments with a low cost basis and a strong message. Timeline met this demand and more. We have similar portfolios with strong track records with different partners. What sets Timeline apart is their strong messaging, communication and assistance in client education.
I like to back industry disrupters and companies who can bring in efficiencies, enhance the client experience and generally help our industry evolve. Timeline help me deliver this.
Thank you to all the team at Timeline Portfolios. I’ve been delighted with the progress we have made moving a substantial proportion of our clients onto your service and expect this to continue. The reporting and support have been excellent and make the task of conveying information to clients considerably easier, along with Timeline Planning and our other cashflow planning tools.
We have also been changing platforms, I conservatively estimate that this has reduced costs for our clients by £50,000 a year. As a small firm serving a small number of families this is significant and helps us with our plans to grow.