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Tailored, low-cost portfolios managed by experts

It’s likely that your financial adviser is selecting your funds for your pension, savings and investments. However, here lies the problem in that financial advisers are experts in overall planning but they are not stockbrokers, fund selectors or analysts so cannot be expected to accurately assess the risk level of funds, monitor and switch funds to secure the desired outcome and returns for a rapidly changing global market.

ÆON was created to address this problem, to reduce costs and generate better returns for the offshore investor. With partners such as Fidelity and Quilter Cheviot who spend £150m every year in investment research and an investment team looking at the markets 24/7 and making adjustments, rebalancing where necessary to ensure clients’ portfolios are always aligned to their risk profile thus securing projected returns.

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Risk ready

Our five ready-made portfolios cover different levels of risk to match your goals. These cater for the vast majority of investment needs, from saving for retirement to investing for your child’s future.

Rebalanced

We will rebalance each of our portfolios twice a year to ensure they remain on their original track. 

24h access

See exactly how your investments are performing online, 24/7.

Partners

Quilter Cheviot

Established in 1771 and one of the original founders of the london stock exchange and now part of old mutual wealth, Quilter Cheviot are a key partner for our clients and a leading light in the investment management world. The standards they have set have been recognised with the award of a defaqto 5* rating for their discretionary and managed portfolio service with over £18 billion in assets. They have a keen insight to the complex nancial markets and through the use of stock, tracker/index, etf and mutual funds all at institutional access, they bring a unique new level of sophistiaction and results to our clients. 

Fidelity

Established in 1969 as the international arm of delity investments, Fidelity International became independent of the us organisation in 1980 and is privately owned by management and the original founding family. As at 30 june 2016, delity international is responsible for us $352 billion of customer assets in 24 countries. Fidelity International is one of the largest asset managers in the world with over 400 investment professionals and has won more than 200 awards across Europe and Asia. 

Risk Profiles

Cautious

The Fund aims to provide moderate long term capital growth by mainly being exposed to bonds, deposits and cash to give an emphasis on capital preservation.

Balanced

The Fund aims to provide long term capital growth from a balanced exposure to equities and debt instruments but may also be exposed to commodities, real estate and cash/deposits.

Active

The Fund aims to provide long term capital growth mainly from exposure to equities but may also be exposed to debt instruments, commodities, real estate and cash/deposits.

Fees & Charges

The total expense ratio (TER) is a measure of the total costs associated with managing and operating an investment fund. These costs consist primarily of management fees and additional expenses, such as trading fees, legal fees, auditor fees and other operational expenses.

The total cost of the fund is divided by the fund’s total assets to arrive at a percentage amount, which represents the TER.

View TER Table