Longhurst Model Portfolio Service

Our in-house Longhurst Model Portfolio Service offers you access to a specialist range of independently selected and risk-graded investment portfolios, designed to maximise your investment returns by following the practices of leading institutional investors.

After we have first collaborated with you on your financial plan, we then recommend an appropriate investment portfolio designed to support your financial objectives.

This recommendation we may include accessing our Longhurst Model Portfolio Service.

Within this specialist service you are able to invest into one of three different fund strategies:

  1. Growth
  2. Income
  3. ESG (Environmental, Social or Governance)

Funds are selected through a security screening process which aims to identify the most appropriate low cost option. This will include accessing funds from globally leading firms such as Vanguard, Fidelity, Legal & General and Schroder.

Your portfolio is then reviewed and rebalanced annually to account for changes in capital market forecasts, fund exposures, market sentiment, regulation, and client/market driven events.

There is no minimum investment level to access the Longhurst Model Portfolio Service, however a typical starting amount is £250,000.

The past performance of any investment is not necessarily a guide to future performance.

The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Longhurst Limited is authorised and regulated by the Financial Conduct Authority.

Longhurst Limited is registered in England and Wales under reference 11193790.