Why 24 Seven
Our investment ethos is simple. By implementing a rigorous investment discipline, a high level of diversification while keeping an ever-watchful eye on asset allocation gives us the opportunity to protect and grow your wealth.
By implementing a rigorous and robust investment discipline, a high level of diversification while keeping an ever-watchful eye on asset allocation gives us the opportunity to protect and grow your wealth.
Our investment ethos is simple. By implementing a rigorous investment discipline, a high level of diversification while keeping an ever-watchful eye on asset allocation gives us the opportunity to protect and grow your wealth.
The cornerstone of our investment philosophy can be summarised in what we like to term the Four Factor Focus.
We believe that diversification is the single most important building block of an investment portfolio, this is why we have created 24 Seven IM.
We use Defacto’s risk profiling service to map our models to their scale of investment risk.
Examining performance over a longer period allows us to see how funds have fared in different market conditions.
We have a simple transparent charging structure, which is a 0.25% annual discretionary fund management fee.
Once we have selected the required allocation for each asset class, we perform a 3-stage qualitative and quantitative screen to identify each holding we propose to include within the portfolio. Prior to the selective screening we conduct a data analysis of all funds within the investment association sectors, this starts the process with over 7,000 funds.
Chief Investment Officer & Portfolio Manager
Chief Executive Officer
External Investment Consultant
Non-Executive Director
Research Analyst