Model portfolio ranges

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What we offer

HRIS offer a wide range of multi-asset, model portfolio solutions for its clients, making the most of our extensive in-depth expertise and research across numerous fund providers, asset classes and investment strategies.

For all our model portfolios, we target and look to maintain specified levels of longer-term risk. We do this to align with your chosen client risk-profiler.

We partner with advisers to understand which types of model best meet their needs. However, some of the main model portfolio ranges offered to clients include:

1. Blended

The Blended Model Portfolios hold a combination of different types of fund management, from passive to factor (e.g. value vs. growth) and active management styles. We allocate to active managers in those markets where we believe managers have the greatest chance of success. Asset allocation, driven by HRIS’ institutional approach, remains active.

Portfolios are invested on a global basis, and (depending on the level of risk sought) can invest across a broad range (8-12) of asset classes. They typically hold 25–35 fund holdings, which in combination provide exposure to 1000’s of individual securities. 

In addition to the HRIS DFM fee, the typical underlying portfolio fund ongoing charges figure (OCF) is in the range of 0.20-0.30% p.a.

2. Markets

Our ‘Markets’ range of models make greater use of passive and factor-based investments, with the aim of reducing investment costs, whilst maintaining a diverse portfolio across global markets. Asset allocation remains actively managed, in line with HRIS’ institutional approach. 

Portfolios are invested on a global basis, and (depending on the level of risk sought) can invest across a broad range (8-12) of asset classes. They typically hold 25–35 fund holdings, which in combination provide exposure to 1000’s of individual securities. 

In addition to the HRIS DFM fee, typical underlying portfolio fund OCFs are in the range of 0.10%-0.15% p.a.