Literature

At James Hambro & Partners we are dedicated to understanding and meeting the needs of financial advisers.

We appreciate that changing regulation and Government legislation are raising many issues when it comes to investing clients assets and we are committed to working with advisers to provide the most appropriate solutions.

For more information about our approach, read our Financial Adviser brochure.

The James Hambro & Partners Managed Portfolio Fund Service

We offer four core portfolios designed to help you meet the needs of most investors cost effectively. Each draws on the expertise of the James Hambro team that has been so central to our award-winning success.

These portfolios are offered as Model Portfolio Service (MPS) vehicles on the Standard Life platform and include direct equities. We also offer collectives-only versions for those cases in which direct equities may not be appropriate.

For more details of the asset allocation and objectives of each portfolio, download ourĀ Managed Portfolio Service brochure.

 

Fund platforms

Select a fund platform below to view fund information

Standard Life
James Hambro & Partners Adventurous:
Portfolio factsheet Collectives-only factsheet
James Hambro & Partners Balanced Growth:
Portfolio factsheet Collectives-only factsheet
James Hambro & Partners Capital Growth:
Portfolio factsheet Collectives-only factsheet
Fidelity Funds Network
James Hambro & Partners Cautious:
Portfolio factsheet
James Hambro & Partners Cautious Balanced:
Portfolio factsheet
James Hambro & Partners Balanced:
Portfolio factsheet
James Hambro & Partners Adventurous:
Portfolio factsheet
James Hay
James Hambro & Partners Cautious:
Collectives-only factsheet
James Hambro & Partners Cautious Balanced:
Collectives-only factsheet
James Hambro & Partners Balanced:
Collectives-only factsheet
James Hambro & Partners Adventurous:
Collectives-only factsheet
Aviva
James Hambro & Partners Cautious
Collectives-only factsheet
James Hambro & Partners Cautious Balanced:
Collectives-only factsheet
James Hambro & Partners Balanced:
Collectives-only factsheet
James Hambro & Partners Adventurous:
Collectives-only factsheet