Your money is invested to achieve your agreed objectives

Our Approach

We know you have a choice about who to trust with your money. Here are some reasons to trust us.

The MKC Invest difference

• We innovate, building new styles of portfolios to meet a wider range of objectives.
• We believe in long-term investment with a patient and disciplined approach…
• … and in delivering clear levels of portfolio risk without shocks or surprises.
• We take a global outlook without a fixed bias to the UK, capturing opportunities worldwide.
• Our portfolios are only available through professional, authorised financial planners because expert advice is crucial to setting realistic investment objectives.
• Your financial planner will work with you to discover what you want to achieve and – if suitable – will select one or more of our portfolios to help you get there.
• This means that your money is invested to achieve your agreed objectives and to stay within the level of risk you have agreed to accept.
• We have no ties or restrictions: we are free to include funds managed by any suitable investment house in the portfolios.
• This allows us to take advantage of fresh opportunities as they arise and sell funds that we believe are overvalued.
• We encourage strong debates and competing views within our fund selection team: we value independence of thought and action over following the herd.
• We want you to understand what we do and why: honesty and transparency are our watchwords.

You can read more about model portfolios, how we manage ours and what you need to know as an investor in the sections below.