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  • Home
  • Fusion
    • About Fusion
    • Investment Philosophy
  • For Advisers
    • Your Clients
    • Our Approach
    • Why Fusion
  • Portfolio Services
    • Fusion Portfolios
    • Asset Allocation Approach
  • Knowledge Centre
    • Resources
    • Document Library
    • Frequently Asked Questions
  • Insights
  • Contact

Fusion Portfolios

Advisers can select from the Fusion Optima range, the Fusion Active range, the Fusion ProActive Planet range, the Fusion Champions range or the Fusion Passive range of portfolios.

Fusion Optima portfolios aim to systematically harvest risk premiums while minimizing the costs of the investments by investing mainly in exchange-traded instruments with a high level of liquidity and avoiding excessive portfolio turnover.

Fusion Active range is implemented primarily using actively managed collective investments schemes and is designed for investors who believe that utilising short-term market opportunities and market timing can, in the long run, considerably add to an investor’s return.

Fusion ProActive Planet portfolios are made up of components that invest in a range of investment strategies which consider Environmental, Social and Governance factors. The factors aim to remove or limit exposure to controversial or damaging industries and increase exposure to those having a positive impact.

Fusion Champions portfolios are built using the most uncorrelated combination of the best performing multi-asset funds corresponding to the specified risk level, resulting in diversification among the best solutions across the industry, delivering a simple and transparent, yet effective, solution for investors.

Fusion Passive portfolios are constructed by fulfilling a strategic asset allocations which are consistent with Dynamic Planner risk profiles and target asset allocation, through the use of low-cost tracker funds from a diversified set of first tier providers to deliver a low-cost, transparent, passive solution.

Portfolio Range

Managed Portfolio Service

High-quality discretionary investment management services, offering a choice of risk-graded model portfolios
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Fusion Bespoke Services

Bespoke portfolio management aligned to your clients’ risk appetite and objectives
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Fusion Portfolios are available on the following platforms:

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Fusion Asset Management LLP, registered in England and Wales (OC308197) at 22 Dartmouth Street, London SW1H 9BP. Fusion Asset Management LLP is authorised and regulated by the Financial Conduct Authority (401334).Investment involves risk. The value of investments, and the income generated, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

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