Blackfriars Global MPS Range
Portfolio Objective: The primary objective of this portfolio is to deliver a total return—comprising both capital growth and income—over a rolling period of at least four to five years, while maintaining a controlled level of risk.
Investment Approach: The portfolio seeks to maximise potential returns for a given level of risk through broad diversification across asset classes and geographic regions through global markets. Over the long term, the strategic allocation to equities is expected to be around 50% or more, reflecting the portfolio’s cautious risk profile. This equity exposure may be adjusted over time to ensure ongoing alignment with risk parameters. Tactical deviations of up to ±15% may be made in response to changing economic or market conditions, while the overall volatility of the portfolio is managed to remain broadly risk in pre-defined bands that correspond to the risk profile. These risk and volatility parameters are based on long-term assumptions and are reviewed periodically to ensure they remain appropriate
MPS range:
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Blackfriars Global Defensive MPS Portfolio (3)
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Blackfriars Global Cautious MPS Portfolio (4)
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Blackfriars Global Balanced MPS Portfolio (5)
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Blackfriars Global Balanced Growth MPS Portfolio (6)
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Blackfriars Global Growth MPS Portfolio (7)
Blackfriars Global MPS 3-8 Range: Factsheets & Commentary
Blackfriars
EU Tech MPS Portfolio
Portfolio Objective: The objective of the portfolio is to deliver long-term total returns through capital growth and income over rolling periods of at least two years by investing in a diversified portfolio of technology-focused equities across Europe, including the UK. The strategy targets innovative companies with scalable business models benefiting from long-term technology megatrends such as semiconductors, AI infrastructure, cloud computing and software platforms.
Investment Approach: The portfolio seeks to maximise long-term capital growth by investing primarily in a diversified portfolio of European technology companies and technology-enabled businesses. It focuses on high-quality companies with strong innovation, scalable business models and sustainable competitive advantages across the European technology sector.
Blackfriars European Technology MPS Portfolio
The portfolio invests in equities, including both active and passive funds. The portfolio does not hedge the underlying currency risk. Portfolio holds cash to either lower the risk of the portfolio and/or to keep the powder dry for future investments.
Equity allocation: 100%.
Comparator/ Benchmark:
STOXX Europe 600 Technology Index
