Sterling £
Bespoke Direct Fund Multi Asset Income MPS
Our risk focused investment strategies can be accessed as a managed Fund, as MPS on leading Platforms and also as a bespoke portfolio service.
We are fundamental bottom up fund and stock pickers. We avoid macro analysis; preferring to drive changes based on fundamentals and valuations.
The majority of our value add comes from careful fund and stock selection. We do not use cash tactically but will move our broad asset allocation around over time where we see skewed valuations.
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Income • low
The mandates objective is to deliver either an income stream or cautious capital growth through investment into interest-bearing bonds and dividend paying equities.
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Balanced • medium
The objective of the mandate is to generate capital growth over the medium to long term (three to five years or more). The fund is a balanced investment solution seeking exposure to our global themes through equity and fixed-income funds.
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Growth • high
The mandates objective is to deliver long-term (five to seven years or longer) capital growth; primarily through investments in an actively managed, diversified range of equity funds.
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Titan Hybrid Capital Bond Fund • low
The Fund aims to deliver a 5% annual income (net of fees) with medium volatility, by investing in a concentrated portfolio of 25 to 50 hybrid capital instruments. These are subordinated securities that sit between senior debt and equity, typically issued by investment-grade-rated borrowers in highly regulated sectors such as banking, insurance, and utilities.
We follow a bottom-up, fundamentals-driven approach, focused on active security selection and a long-term, buy-and-hold strategy. Rather than relying on economic forecasts or top-down macro views, we build a portfolio around our highest-conviction ideas, with strong emphasis on capital preservation and risk control. As conservative contrarians, we seek overlooked opportunities lower in the capital structure to achieve enhanced returns, while maintaining the discipline of investing only in high-quality issuers. The result is a concentrated and resilient portfolio, designed to deliver consistent income over time.
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Titan Global Income Fund • low
The portfolio's objective is to provide investors with an income yield that competes with prevailing cash rates while delivering some capital growth. This income stream can be re-invested to provide a cautious approach to capital growth. The portfolio invests in a global portfolio of bonds and dividend paying equities through third-party funds. The maximum equity allocation is 35%.
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Titan Global Balanced Fund • medium
The portfolio's objective is to generate capital growth over the medium to long-term (over 3 years). The portfolio invests into a blend of global equity investments, with a bias towards our long-term investment themes and global bonds, both through third-party funds. The maximum equity allocation is 60%.
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Titan Global Growth Fund • high
The portfolio's objective is to generate capital growth over the long-term (over 5-7 years). The portfolio invests predominately into global equity investments, with a bias towards our long-term investment themes , with a smaller allocation to global bonds. Both allocations are through third-party funds. The maximum equity allocation is 85%.
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Titan Global Blue Chip Fund • high
The Global Blue Chip portfolio is a direct equity solution that invests into 35-45 multinational businesses, each of which is aligned with one or more of our investment themes. Our selection process identifies financially strong and prudent businesses, which are built on growing global revenue streams and brands that you trust, as well as strong management teams who are focused on increasing shareholder value. We intend to invest into these companies for the long-term, allowing for the combination of our themes and the quality of the companies to generate returns for our investors.