STRATEGY+

Important information – The value of positions held within the Strategy+ accounts can fall as well as rise so you could get back less than you invest, especially over the short term. The information shown is not personal advice and the service is offered on a non-advised basis, meaning you should be comfortable making your own investment decisions before deciding to invest.

Making investing simpler with Invest+

We understand the difficulties experienced investors face in deploying capital into worthwhile opportunities. Our managed account service provides investors who are comfortable making their own investment decisions the opportunity to benefit from added diversification.

Our strategies seeks to generate capital growth through the use of positions covering various time horizons in an effort to reduce asset correlations. Our purpose is to generate above market capital growth over the medium to long-term with our strategies being deployed in the alternative asset markets.

Estimated annualised total return

Past performance is not a reliable indicator of future performance. The annualised total return is a prediction based upon performance to date in the current year of being published. The Strategy+ service attempts to generate above market returns for investors through capital growth. Through the use of instruments used to generate returns, there is likely to be little or no income (dividends) to be generated. Performance is assessed and calculated on a quarterly basis, and is gross of any fees or personal taxation.

How does the Invest+ solution work?

Each strategy is professionally managed in-house, focusing on delivering capital growth in line with the merit of the strategy. We use our own proprietary models alongside rigorous research to identify the best market opportunities.

Our Invest+ solution offers investors products that can help you diversify your existing investment portfolio the way you want. Our low minimum investment starting at £10,000 alongside no entry fees can sit inside a long-term portfolio.

All products are structured for capital growth and are managed on a daily basis, and are not offered on an advised basis.

Professionally managed
Benefit from the experience and expertise of our in-house investment team, who seek to deliver results by identifying the best opportunities as and when they present themselves.

Diversification
Your capital is spread across multiple asset classes through the positions entered within the Strategy+ service. This is in an effort to smooth returns over time and can be particularly useful to investors with an already established investment portfolio.

Long-term investing   
The Strategy+ service is suitable for investors who are looking to invest for at least three years with a high risk profile. This means although there is higher risk of loss, there is the potential for higher returns over this period.

Benefits of investing with us

Alternative asset exposure

The opportunity to invest in alternative asset classes like foreign exchange and commodities

We invest alongside you

Your capital is managed alongside our proprietary funds.

High return potential

Each Strategy+ account seeks to generate above market returns over the medium to long-term. Capital at risk.

Low account minimums

Open your account from as little as £10,000 lump sum investment.

Demand for alternatives continues to grow

Alternative asset classes have increased in popularity due to market movements often being uncorrelated with traditional assets including equities and bonds. Our managed account service exists to provide extra choice to experienced investors who are seeking to diversify their portfolio.

Active management has received negative press in recent years, fuelled by history showing that many managers do very little to justify the fees they charge. By being more dynamic and nimble, our service involves our team constantly analysing and pursuing worthwhile opportunities across various time horizons in an effort to reduce correlation with other assets in a portfolio.

Investment lump sum calculator

If you invest

£

High street
bank cash ISA

Estimated interest rates

£
Expected Value

Cash deposits are generally protected by the Financial Services Compensation Scheme up to £85,000. Check with your provider.

Sanktuary
General Investment Fund

Based on a return

£
Expected Value

Your capital is at risk as the value of your investment may fall as well as rise.

Use of multiple asset classes

To provide our Strategy+ service, we utilise multiple asset classes to develop an investment product that covers all the bases.

Equity indices
Although not alternative investments, indices can provide investors with diversification in how they are construction. Containing a large range of assets, the effect of the change in one of the index’s components has a lessened effect overall due to spreading risk. Within developed economies, many major indices remain highly liquid, have low trading fees attached and have a large amount of information flow which aids decision making. Due to their construction, market movements can present a large number of potential trading opportunities. Hedging can help due to the correlations that exist between different indices, which is possible through low transaction costs.
Commodities
Commodities like crude oil and gold are commonly used for both consumption purposes and for a store wealth. As natural resources, these markets are generally supply-driven by large economic events such as harvest shocks. Typically, this asset class is only allocated a small minority portion of most investors portfolios. Long-term movements are witnessed in accordance with business cycle movements and seasonality which provides added opportunities alongside shorter-term positions taken.
Equity indices
Although not alternative investments, indices can provide investors with diversification in how they are construction. Containing a large range of assets, the effect of the change in one of the index’s components has a lessened effect overall due to spreading risk. Within developed economies, many major indices remain highly liquid, have low trading fees attached and have a large amount of information flow which aids decision making. Due to their construction, market movements can present a large number of potential trading opportunities. Hedging can help due to the correlations that exist between different indices, which is possible through low transaction costs.
Commodities
Commodities like crude oil and gold are commonly used for both consumption purposes and for a store wealth. As natural resources, these markets are generally supply-driven by large economic events such as harvest shocks. Typically, this asset class is only allocated a small minority portion of most investors portfolios. Long-term movements are witnessed in accordance with business cycle movements and seasonality which provides added opportunities alongside shorter-term positions taken.

Uncorrelated with shares and bonds

Most liquid financial markets are linked, but the strength of this correlation will determine what effects may occur within your portfolio over time. Launching the Strategy+ service was based on helping investors diversify their investments as far as possible.

Using positions for different time horizons enables an alternative view to take place versus the standard ‘buy and hold’ model adopted by most investment funds. This can provide added benefits in times where markets are subject to falling prices, or volatility remains low.

Common Invest+ questions

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A fee structure that is focused on results

a 30% performance fee is charged based on the underlying performance of your Strategy+ account with us. This is calculated periodically using a high watermark based upon gross returns. No management fees are payable for the ongoing management of your investment with us. In addition to performance fees, we may also receive a spread commission from our brokerage partners. For more details of this, please refer to our Strategy+ Client Agreement for more information.