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.

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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.

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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.

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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.

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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.

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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.

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Precious Metals

Precious Metals is a portfolio that invests in physical or derivative forms of precious metals such as gold, silver, platinum and palladium. 

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Special Opportunities Portfolio

The primary objective of the portfolio is to select companies to capitalise on unique high potential opportunities that arrive unexpectedly in the financial markets.

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Short Term Bond

A short-term UK government bond portfolio is to provide investors with a predictable income stream while preserving their capital.

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