The PFR Strategic Investment Solution is a long running and effective investment service and offers the discretionary management of Active funds across six distinct asset class groups. Each asset group is populated with collective securities aimed at meeting the risk and return characteristics of that group, and is managed by the investment manager as a discrete model. The solution asset allocation is Strategic and builds ten risk graded portfolios by varying the percentage exposures of each portfolio to the various asset groups using an efficient frontier model. Relative weightings are kept constant by periodic rebalancing. The investment managers will not seek to actively manage the weightings in each asset class. The investment managers aim to achieve superior returns, for any given level of risk, by using actively managed funds selected under their own proprietary fund selection process.

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