Cape Berkshire

A strong working relationship is key when it comes to providing a high level of service. By signing with us you would be able to enjoy direct access to your investment manager. Regular reporting will ensure that clients will remain fully informed about your investments. Our discretionary management service offers an appealing and convenient solution for those without the inclination, time or expertise to take an active role in managing their investments. Cape Berkshire runs 5 risk-adjusted multi-asset portfolios that are driven by comparable models to the AWM portfolios, with the added benefit of a larger fund universe. The increased pool of funds available offers two unique opportunities: The first opportunity is to generate alpha based on swift implementation of both strategic and tactical asset allocation decisions. The second opportunity is for a potential saving on fees due to a wider range of passive based options in region-sector-asset classes where the use of an actively managed fund was previously the only option.