The ECCO Managed Portfolio Service is a collection of investments working together to meet a specific objective within the parameters of a defined level of risk and represent a cost effective and convenient way to invest across a range of global assets managed by investment professionals
Investment professionals will regularly analyse the performance, trends and other relevant factors before making decisions about the assets in which to invest and which ones to track as well as looking for new investment opportunities
Who manages the portfolios?
The ECCO Managed Portfolio Service has appointed M&G Wealth, a member of the London Stock Exchange, authorised and regulated by the financial Conduct Authority and by the Prudential Regulation Authority, to provide discretionary investment management, a form of investment management in which buying and selling decisions are made at the discretion of professional portfolio managers on behalf of their clients.
How are the portfolios managed?
We believe that it’s wise for clients to spread their investment across a range of assets. M&G experts
combine knowledge with extesive research and analysis to decide where to invest clients’ money. M&G experts will also make frequent changes to their investment strategies to maximise markets selection and asset performance
How much does the Service cost?
The ECCO Managed Portfolio Service has a very competitive charging structure which in many cases will be one of the lowest cost entries to a managed portfolio service.
How do I access the Service?
The ECCO Managed Portfolio Service is available via
an investment platform that provides access to the following tax wrappers -
- Pensions
- Individual Savings Accounts (ISAs)
- General Investment Accounts (GIAs)
- Trustee Investment Accounts (TIAs)
- Offshore Bonds
Note - A tax wrapper is a vehicle that can be ‘wrapped’ around a portfolio of assets.
Help & Information
If you would like further information on how E&G can help you explore our ECCO Managed Portfolio Service please contact us on 020 8396 0486 or email us at cds@eandgfs.com.
This portfolio delivers a capital return to investors using mainly passive investments giving
limited exposure
to equity markets through a diversified range of UK and international equities
Likely Equity Exposure
20-40%
This portfolio delivers a capital return to investors using mainly passive investments giving
moderate exposure
to equity markets through a diversified range of UK and international equities. It also invests in UK and international bonds and property
Likely Equity Exposure
30-50%
This portfolio delivers a capital return to investors using mainly passive investments giving
exposure
to equity markets through a diversified range of UK and international investments It also invests in UK and international bonds
Likely Equity Exposure
40-60%
This portfolio generates capital growth primarily from equity markets. The portfolio will be
significantly exposed
to equity markets through a diversified range of UK and international investments It also invests in UK and international bonds
Likely Equity Exposure
50-75%
This portfolio generates capital growth primarily from equity markets. The portfolio will be
very significantly exposed
to UK and international equity and property investments. The vast majority of the portfolio will be invested in risky investments with the potential for large gains or losses
Likely Equity Exposure
65-85%
This portfolio generates capital growth primarily from equity markets. The portfolio will be
very significantly exposed
to international equity and property investments. The vast majority of the portfolio will be invested in risky investments with the potential for large gains or losses
Likely Equity Exposure
75-95%
This portfolio generates capital growth primarily from equity markets. The portfolio will be
very significantly exposed
to international equity and property investments. The vast majority of the portfolio will be invested in risky investments with the potential for large gains or losses
Likely Equity Exposure
90-100%
This portfolio generates capital growth primarily from equity markets. The portfolio will be
very significantly exposed
to international and emerging market equity investments. Most of the portfolio will be invested in risky investments with potential large gains or losses
Likely Equity Exposure
90-100%
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