Investment Planning
Experts who understand your investment needs
Experts who understand your investment needs
As a St. James's Place Partner Practice we work with a carefully chosen team of fund managers.
St. James's Place do not have in-house fund managers because no single fund management house has a monopoly of investment expertise. Instead, to enable you to build and maintain a well-diversified investment portfolio, they carefully select a number of external managers from around the world to manage the St. James's Place range of funds.
This approach provides the flexibility to respond to market conditions as they change and ensures that we offer you, what we believe to be, only the very best and most appropriate investment solutions available across the globe.
The responsibility for selecting and monitoring the range of funds and fund managers that are made available to you falls upon SJP’s Investment Committee. The Committee is assisted by SJP’s in-house team of analysts and independent consultancies.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Committee meets regularly to review performance and consider detailed reports from each investment manager. If a change in the marketplace calls for the addition of another manager, the Committee will select one. Equally, if the Committee loses confidence in the ability of an existing manager it will replace them, with no charge or tax implications for you.
St. James’s Place Growth and Income Portfolios are carefully designed to provide the ideal diversification for differing investment objectives and attitudes to risk. Clients can choose one or more Portfolios, or any combination of the funds, in which to invest.
The value of an investment with St. James's Place Wealth Management will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invest.
Get in touch for no obligation advice.
