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Welcome to the International Investment Platform

Welcome to the International Investment Platform

  • Providing open architecture global access to investments for the professional financial adviser.

  • The International Investment Platform (IIP) gives complete overview of the advisers business, what it has invested in and how it is performing.

  • Built in electronic signature systems helping speed up business processing time.

  • Saving you, your client and your company money.

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Discretionary Fund Management

What is Discretionary Fund Management

A discretionary fund manager (DFM) is a specialist investment professional that has the responsibility for the overall investment strategy, fund research & selection as well as the day to day management of a client’s portfolio. Once the financial adviser has discussed the client’s objectives, time scales and attitude to risk, the portfolio is then managed by the DFM who will ensure that the portfolio remains invested appropriately within the predefined risk parameters. The DFM is then able to actively manage the portfolio to ensure that the holdings, asset allocation and themes within the portfolio remain current and appropriate for the ever changing and complex financial markets that we face today.



Apollo Multi Asset Management

The International Investment Platform (IIP) has chosen Apollo Multi Asset Management LLP (Apollo), as the manager for the range of five risk graded discretionary portfolios. Regulated in the UK by the Financial Conduct Authority, Apollo Multi Asset Management LLP was founded in July 2008 with the primary aim of preserving and growing the wealth of investors. Utilising their in-house expertise, the firm has developed a range of actively managed, multi asset funds and discretionary managed portfolios. All strategies follow a multi manager approach, utilising an unconstrained investment style incorporating active asset allocation while seeking to invest in liquid investment funds domiciled in the UK & Europe.

Traditionally, discretionary fund management has been the preserve of the wealthy, with many investment managers only accepting clients with assets in excess of £100,000 or even £250,000. This has typically been due to the many additional costs associated with running individual portfolios, such as transaction, dealing, administration and custody costs as well as the minimums imposed on investors to enter specific underlying funds when held individually.

As a result of what they saw as the limitations of this approach, Apollo launched a range of discretionary portfolios at the end of 2011 ahead of the significant changes brought about by the Retail Distribution Review (RDR) in the UK. Taking what they felt were the restrictions in turn, Apollo created a modern version of the discretionary fund management service that not only improved the ‘traditional’ method but then also opened it up to clients with much smaller amounts to invest.

Link to Intro to Athena Doc Link to Intro to Athena Doc

The IIP Portfolios

The five risk graded discretionary portfolios available via IIP invest 60% of clients’ assets in a blend of the Apollo Multi Asset funds, while the remaining 40% is invested into carefully selected satellites. These satellites are intended to be high quality, lower cost, long term holdings which, while monitored constantly, should be traded relatively infrequently, thereby reducing trading costs. Each Apollo Multi Asset fund within your client’s portfolio is domiciled in the UK, regulated by the FCA and is highly liquid in terms of its underlying holdings and very well diversified across asset class, region and theme.

Defensive Portfolio: Low Risk 2/6

Portfolio Aims

The Defensive portfolio is invested according to Apollo’s Athena International III. This portfolio aims to provide the potential for a level of return in excess of inflation and commensurate with a defensive investment strategy that targets limited participation when markets rise but correspondingly seeks to minimise the level of participation when markets fall.

1 Y 3 Y 5 Y SINCE LAUNCH 2012 2013 2014 ANN VOL. ANN VOL.
Athena International Portfolio III 5.96% 21.23% - 23.57% 6.90% 8.58% 2.67% 3.41% 3.41%

Source: Financial Express 31.12.11 to 13.05.15 in GBP. Performance calculated for Athena III is the total return net of all fund charges, and is based on Appollo’s central ‘core/satellite’ portfolio strategy. Actual performance may vary depending on adviser charges, the platform selected and on fund availability.

Select the factsheet – GBP GBP, USD USD, EUR EUR


Cautious Portfolio: Low Medium Risk 3/6

Portfolio Aims
The Cautious portfolio is invested according to Apollo’s Athena International V. This portfolio aims, over the longer term, to provide the potential for a level of return in excess of inflation, and commensurate with a cautious investment strategy that targets some participation in rising investment markets whilst also seeking to dampen fluctuations in capital values.

Key portfolio facts
Equity range: 0-50%
Neutral equity exposure: 40%
Target volatility: 6-9%


Oxford Risk Description of Low Medium Risk Investor:
A Low Medium Risk investor is looking for an investment where the return should be better than that available from a high street deposit account over the medium to long term and accept that the value of the investment could fall as well as rise. They would feel uncomfortable however if their investments were to rise and fall in value very rapidly, and whilst they are prepared to accept some equity exposure, are unwilling to invest the bulk of their assets in equities. Their objective is to seek to generate limited growth with the emphasis on capital preservation over the medium term.

1 Y 3 Y 5 Y SINCE LAUNCH 2012 2013 2014 ANN VOL. ANN VOL.
Athena International Portfolio V 8.23% 26.74% - 28.67% 7.54% 9.56% 3.44% 4.68% 7.46%

Source:Financial Express 31.12.11 to 31.05.15 in GBP. Performance calculated for Athena V is the total return net of all fund management charges, and is based on Apollo's central
'core/satellite' portfolio strategy. Actual performance may vary depending on adviser charges, the platform selected and on fund availability.

Select the factsheet – GBP GBP, USD USD, EUR EUR

Balanced Portfolio: Medium Risk 4/6

Portfolio Aims
The Balanced portfolio is invested according to Apollo’s Athena International VII. This portfolio aims, over the longer term, to provide the potential for a level of return commensurate with a moderately adventurous investment strategy that targets greater participation in rising investment markets whilst also seeking to dampen fluctuations in capital values.

Key portfolio facts
Equity range: 30-80%
Neutral equity exposure: 60%
Target volatility: 8-12%

Oxford Risk Description of Medium Risk Investor:
A Medium Risk investor is looking for a balance of risk and reward, seeking higher returns than those available from a high street deposit account and willing to accept a certain amount of fluctuation in the value of their investment as a result. Medium Risk Investors are happy to invest in a mixed portfolio consisting of UK and overseas equities, property and fixed interest securities. Their investment objective is to seek to generate moderate growth through a combination of capital returns and the accumulation of income over the medium to long term.

1 Y 3 Y 5 Y SINCE LAUNCH 2012 2013 2014 ANN VOL. ANN VOL.
Athena International Portfolio VII 9.38% 33.24% - 33.94% 8.76% 10.97% 3.68% 6.27% 8.69%

Source:Financial Express 31.12.11 to 31.05.15 in GBP. Performance calculated for Athena VII is the total return net of all fund management charges, and is based on Apollo's central
'core/satellite' portfolio strategy. Actual performance may vary depending on adviser charges, the platform selected and on fund availability.

Select the factsheet – GBP GBP, USD USD, EUR EUR

Adventurous Portfolio: High Medium Risk 5/6

Portfolio Aims
The Adventurous portfolio is invested according to Apollo’s Athena International IX. This portfolio aims, over the longer term, to provide the potential for a level of return commensurate with a more aggressive investment strategy.

Key portfolio facts
Equity range: 60-90%
Neutral equity exposure: 80%
Target volatility: 10-14%

Oxford Risk Description of High Medium Risk Investor:
A High Medium Risk Investor is willing to accept a real possibility of capital loss, and significant fluctuations in value. High Medium Risk Investors are comfortable investing substantial parts of their portfolio in major overseas markets. Their investment objective is to seek to generate capital growth over the long term.

1 Y 3 Y 5 Y SINCE LAUNCH 2012 2013 2014 ANN VOL. ANN VOL.
Athena International Portfolio IX 11.60% - - 19.87% 5.66% 5.66% 4.42% 7.61% 10.37%

Source:Financial Express 31.08.13 to 31.05.15 in GBP. *2013 performance data since launch on 31.08.13.Performance calculated for Athena IX is the total return net of all fund management
charges, and is based on Apollo's central 'core/satellite' portfolio strategy. Actual performance may vary depending on adviser charges, the platform selected and on fund availability.

Select the factsheet – GBP GBP, USD USD, EUR EUR

Highly Adventurous Portfolio: Higher Medium Risk 6/6

Portfolio Aims
The Highly Adventurous portfolio is invested according to Apollo’s Athena International X. This portfolio aims, over the longer term, to provide the potential for a level of return commensurate with investment into equities.

Key portfolio facts
Equity range: 80-100%
Neutral equity exposure: 80%
Target volatility: 12+%

Oxford Risk Description of Higher Medium Risk Investor:
A Higher Medium Risk Investor is prepared to accept the possibility of a significant loss of capital and large fluctuations in value in exchange for the possibility of high returns in the long term. Higher Medium Risk investors are comfortable investing substantial parts of their portfolio in major overseas and emerging markets. Their investment objective is to seek to generate a potential for high capital growth over the long term.

1 Y 3 Y 5 Y SINCE LAUNCH 2012 2013 2014 ANN VOL. ANN VOL.
Athena International Portfolio X 14.04% - - 25.74% 7.37% 7.47% 8.31% 6.27% 13.78%

Source:Financial Express 31.08.13 to 31.05.15 in GBP. *2013 performance data since launch on 31.08.13.Performance calculated for Athena X is the total return net of all fund management
charges, and is based on Apollo's central 'core/satellite' portfolio strategy. Actual performance may vary depending on adviser charges, the platform selected and on fund availability.

Select the factsheet – GBP GBP, USD USD, EUR EUR

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