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Our Investment Philosophy
Attivo Investments manages money in a way designed to support your goals, time horizon and wider financial journey.
Investing With Your Journey In Mind
We believe investments should help you stay focused on your goals, even when markets rise and fall. Your Financial Planner will help decide which solution is suitable for you.
Through our work with SEI, we use institutional investment expertise to build and manage portfolios. Your Financial Planner uses this information to help select the right approach for your needs.
Preservation
For clients focused on protecting the wealth they have built while still remaining invested for the future.
Growth & Income
Some clients are growing their wealth. Others are taking income from it. Attivo solutions are designed to support different stages of the investment journey.
Investment Strategies
A diversified, lower-cost approach designed for clients seeking a straightforward investment journey.
The models
Market Aligned with a Preservation Goal
Market-Aligned Preservation Conservative
Market-Aligned Preservation Cautious
Market-Aligned Preservation Moderate
Market Aligned with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
Our main investment range, designed to support long-term growth with diversification and active investment oversight.
The models
Core Models with a Preservation Goal
Core Preservation Conservative
Core Preservation Cautious
Core Preservation Moderate
Core Models with an Accumulation Goal
Core Accumulation Balanced
Core Accumulation Progressive
Core Accumulation Growth
Core Models with a Withdrawal Goal
IT Core Withdrawal Moderate
A broader investment approach for clients whose circumstances may require access to additional investment opportunities.
The models
Apex Models with a Preservation Goal
Apex Preservation Conservative
Apex Preservation Cautious
Apex Preservation Moderate
Apex Models with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
A diversified, lower-cost approach designed for clients seeking a straightforward investment journey.
Our main investment range, designed to support long-term growth with diversification and active investment oversight.
A broader investment approach for clients whose circumstances may require access to additional investment opportunities.
The models
Market Aligned with a Preservation Goal
Market-Aligned Preservation Conservative
Market-Aligned Preservation Cautious
Market-Aligned Preservation Moderate
Market Aligned with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
The models
Core Models with a Preservation Goal
Core Preservation Conservative
Core Preservation Cautious
Core Preservation Moderate
Core Models with an Accumulation Goal
Core Accumulation Balanced
Core Accumulation Progressive
Core Accumulation Growth
Core Models with a Withdrawal Goal
IT Core Withdrawal Moderate
The models
Apex Models with a Preservation Goal
Apex Preservation Conservative
Apex Preservation Cautious
Apex Preservation Moderate
Apex Models with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
About Market-Aligned
Designed for clients seeking a simpler, lower-cost way to stay invested across markets.
Low-Cost Light Goal Based
Simplified goal-based asset allocation with cost as the main consideration.
Passive Funds of Funds Structure
Index tracking funds managed by Third Party Fund Managers.
About Core
Designed for clients seeking a balanced approach to long-term investing.
Optimal Goal Based enhancing downside protection
Tailored asset allocation, diversification and risk management to prioritise goals even during market downturns.
Active Building Blocks
Adding additional return through seasoned active best of breed managers opposed to passive strategies at a competitive price.
Additional Return Sources
Portfolios optimised to tilt towards factor-based investing such as momentum, quality and value.
Manager of Manager
Combining the expertise of multiple managers, each focusing on a specific asset class, strategy or geographic region while being supervised by a central manager. Access to managers typically retail investors in the UK do not have access to.
About Apex
Designed for clients whose circumstances may require a broader range of investment opportunities.
Optimal Goal Based Enhanced downside protection
Tailored asset allocation, diversification and risk management to prioritise goals even during market downturns.
Active Building Blocks With Dynamic Overlay
Adding additional return through seasoned active best of breed managers opposed to passive strategies at a competitive price with a dynamic overlay.
Additional return alongside Dynamic Asset Allocation and hedge fund Exposure
Portfolios optimised to tilt towards factor-based investing such as momentum, quality and value, dynamic asset allocation in current market conditions and additional asset class exposure such as hedge funds.
Manager of Manager
Combining the expertise of multiple managers, each focusing on a specific asset class, strategy or geographic region while being supervised by a central manager. Access to managers typically retail investors in the UK do not have access to.
Investment solutions designed to support your journey