We offer both Model Portfolio and Unitised Fund versions of our award-winning investment approach. These are mapped to a wide range of risk profiling tools and are available on most platforms.
Our Managed Plus range is an actively managed fund range which uses both active and passive investment styles to implement the investment team’s asset allocation decisions.
Factsheets
Saltus Managed Plus – Cautious
Saltus Managed Plus – Moderately Cautious
Saltus Managed Plus – Balanced
Saltus Managed Plus – Growth
Saltus Managed Plus – Unconstrained
Lookthroughs
Saltus Managed Plus – Cautious
Saltus Managed Plus – Moderately Cautious
Saltus Managed Plus – Balanced
Saltus Managed Plus – Growth
Saltus Managed Plus – Unconstrained
Assessment of Value
Our Global Markets Managed Portfolio service is actively managed and implemented via a combination of factor and passive investment styles.
Factsheets
Saltus Global Markets – Cautious
Saltus Global Markets – Moderately Cautious
Saltus Global Markets – Balanced
Saltus Global Markets – Growth
Saltus Global Markets – Adventurous
Lookthroughs
Saltus Global Markets – Cautious
Saltus Global Markets – Moderately Cautious
Saltus Global Markets – Balanced
Saltus Global Markets – Growth
Saltus Global Markets – Adventurous
Assessment of Value
Winner
Best Financial Advisers to Work For
Winner
Best Wealth Manager
Winner
Investment Performance: Defensive (Balanced) Portfolios
Finalist
Investment Performance: Growth & High Growth Portfolios
Shortlisted
Wealth Management Company of the Year (£10bn+ AUM)
Winner
Top 100 Financial Advisers
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Best Medium Firm
Finalist
Investment Performance: Cautious Portfolios
Finalist
Investment Performance: Balanced Portfolios
Finalist
Financial Planning Firm of the Year: Small to Medium Firm
Winner - Silver
Financial Planning Firm of the Year (Large)
Finalist
Best Client Engagement (Advisers)
Finalist
Adviser Firm of the Year: South West & Wales
Finalist
Financial Adviser of the Year: Small to Medium Firm
Finalist
Client Relationships Award
Finalist
Small to Medium Wealth Management Firm of the Year
Winner
Best Financial Advisers to Work For
Finalist
Financial Advisory Firm of the Year
Finalist
Adviser Firm of the Year
Finalist
Client Relationships Award
Winner
Financial Services, Banking and Insurance Firm of the Year
Finalist
Small to Medium Wealth Management Firm of the Year
Finalist
Investment Performance Cautious Portfolios
Winner
Investment Performance Cautious Portfolios
Winner
Best Financial Advisers to Work For
Winner
Best Wealth Manager
Winner
Investment Performance: Defensive (Balanced) Portfolios
Finalist
Investment Performance: Growth & High Growth Portfolios
Shortlisted
Wealth Management Company of the Year (£10bn+ AUM)
Winner
Top 100 Financial Advisers
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Best Medium Firm
Finalist
Investment Performance: Cautious Portfolios
Finalist
Investment Performance: Balanced Portfolios
Finalist
Financial Planning Firm of the Year: Small to Medium Firm
Winner - Silver
Financial Planning Firm of the Year (Large)
Finalist
Best Client Engagement (Advisers)
Finalist
Adviser Firm of the Year: South West & Wales
Finalist
Financial Adviser of the Year: Small to Medium Firm
Finalist
Client Relationships Award
Finalist
Small to Medium Wealth Management Firm of the Year
Winner
Best Financial Advisers to Work For
Finalist
Financial Advisory Firm of the Year
Finalist
Adviser Firm of the Year
Finalist
Client Relationships Award
Winner
Financial Services, Banking and Insurance Firm of the Year
Finalist
Small to Medium Wealth Management Firm of the Year
Finalist
Investment Performance Cautious Portfolios
Winner
Investment Performance Cautious Portfolios
Winner
Best Financial Advisers to Work For
Winner
Best Wealth Manager
Winner
Investment Performance: Defensive (Balanced) Portfolios
Finalist
Investment Performance: Growth & High Growth Portfolios
Shortlisted
Wealth Management Company of the Year (£10bn+ AUM)
Winner
Top 100 Financial Advisers
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Best Medium Firm
Finalist
Investment Performance: Cautious Portfolios
Finalist
Investment Performance: Balanced Portfolios
Finalist
Financial Planning Firm of the Year: Small to Medium Firm
Winner - Silver
Financial Planning Firm of the Year (Large)
Finalist
Best Client Engagement (Advisers)
Finalist
Adviser Firm of the Year: South West & Wales
Finalist
Financial Adviser of the Year: Small to Medium Firm
Finalist
Client Relationships Award
Finalist
Small to Medium Wealth Management Firm of the Year
Winner
Best Financial Advisers to Work For
Finalist
Financial Advisory Firm of the Year
Finalist
Adviser Firm of the Year
Finalist
Client Relationships Award
Winner
Financial Services, Banking and Insurance Firm of the Year
Finalist
Small to Medium Wealth Management Firm of the Year
Finalist
Investment Performance Cautious Portfolios
Winner
Investment Performance Cautious Portfolios