Our portfolios

We tailor a portfolio to your attitude to risk

MVAM has created seven portfolios that will match your risk return profile, whether that be cautious, low, moderate, adventurous or high. These assets will be in either a bespoke portfolio or an actively managed equity portfolio.

Filter our portfolios by your attitude towards risk

Bespoke Investment Portfolio

Our definition of a Bespoke Investment portfolio is directly correlated to the situation and need of each individual client. A portfolio, which is created for a young businesswoman might not be diversified enough for a retired army officer. As you can imagine the situation and needs, in this case, are likely to be dramatically different.

Explore this portfolio I'm ready to start investing

AIM Inheritance Tax Portfolio

To reduce your IHT liability we invest in companies listed on the UK’s Alternative Investment Market (AIM) that qualify for Business Property Relief. Investments in such companies held for at least two years are potentially IHT tax-free under current legislation.

Explore this portfolio I'm ready to start investing

Premium Dividend Portfolio

The Premium Dividend portfolio will invest in 25 companies in the UK and Europe that will give you a steady and growing stream of income. The companies we invest in will demonstrate an ability to pay a consistent, growing dividend throughout the business cycle.

Explore this portfolio I'm ready to start investing

Yorkshire T20 Portfolio

The Yorkshire T20 Portfolio WILL ONLY invest in listed companies which are based in Yorkshire, in line with our firm commitment to local community-based asset management.

Explore this portfolio I'm ready to start investing

Make the World Better Portfolio

We recognise that whilst our clients quite rightly expect a financial return from their investments, it doesn’t have to be at the expense of our environment or detrimental to our society.

Explore this portfolio I'm ready to start investing

Fixed Income Portfolio

If you just need some peace of mind that your money won’t disappear in the hard times and at least make some return in the good, this is the portfolio for you.

Explore this portfolio I'm ready to start investing

Rain or Shine Portfolio

In life, everyone has ups and downs. Investment has the same peaks and troughs. Reducing the magnitude of the downside increases the long-term investment upside return.​

Explore this portfolio I'm ready to start investing

Our latest news

Join our mailing list and get instant access to our regular monthly updates about MVAM and stories from our community.