Fundhouse partners with Professional Clients who are Financial Advisers. We are known for our ability to support adviser firms of all sizes. Our Model Portfolios are accessible via a wide range of platforms.

Fundhouse Model Portfolios are available via a wide range of platforms. We are happy to add Model Portfolios to other platforms for Financial Advisers. Please email if additional platform coverage is required.

Available platforms:

  • 7IM
  • Abrdn Wrap
  • Aegon
  • Aegon ARC
  • Aviva
  • Elevate
  • Fidelity
  • Hubwise
  • M&G
  • Novia
  • Nucleus
  • Quilter
  • Scottish Widows
  • Transact
  • Wealthtime (Novia)

The Fundhouse Investment process can be broken down into six key steps:

  1. Investment Outcome: Each portfolio starts with a long-term cash + investment goal.
  2. Strategic Asset Allocation: Deciding a long-term mix of investment asset classes (equities, bonds, etc).
  3. Active Asset Allocation: Contrarian, long-term but well-diversified views.
  4. Fund Selection: Picking the best funds for the target asset class mix.
  5. Portfolio Construction: Blending the funds to maximise returns and minimise risks.
  6. Ongoing Review: Significant ongoing review of returns, risk, liquidity and positioning.

Our fee for active (Core and SRI) Model Portfolios is 0.15% p.a. for passive (Index Plus) Model Portfolios is 0.09% p.a.

At Fundhouse, we take Environmental, Social and Corporate Governance (ESG) standards seriously and see them as integral to our firm mission of doing the right thing for end savers, our clients, and the industry.

In line with these principles, we offer a dedicated SRI range of three Model Portfolios with differing risk profiles, all seeking to achieve a return greater than cash over the long term. Fundhouse has a proprietary scoring system through which each underlying fund is evaluated on its ESG credentials. The system assesses the corporate entity and the fund with a bias placed on the fund. A high score indicates a high level of emphasis is placed on ESG principles.

Our SRI Model Portfolios aim to hold companies that meet specific environmental, social and ethical criteria and exclude companies that violate United Nations Global Compact principles. As such, the portfolio will exclude or have negligible exposure to antipersonnel mines, chemical or biological weapons, cluster munitions and nuclear weapons industries.

SRI Model Portfolios follow the same process and asset allocation approach as our Core Model Portfolios.