Life Cycle Risk Profiled Funds

At Southern Charter we develop tailor made age-related risk profiled portfolios. Clearly an investor who is 35 will have a significantly different risk profile and objectives from an investor who is 45 or even 55. For most investors the decision on what to buy and sell and when to do it is far too complex. Our experienced team will do that for you by ensuring that you are in the appropriate portfolio for your risk/return profile.

Tailor-made Bespoke Funds

At Southern Charter our Multi-Manager management process focuses on two things; Asset Allocation and selecting "the best asset manager by asset class". As we are fully independent, you can be assured of the best judicious advice at all times.

Send an Enquiry

Contact us about our Investment services