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Portfolio Service

The Money&Co. Managed Portfolio Service allows individuals to access the potential reward of lending through Money&Co. with the simplicity of a discretionary portfolio managed by Bramdean Asset Management.

Features

Simple

Clients of the Money&Co Portfolio Service have access to loans with a typical fixed return of 7%, without the need to manage a portfolio of loans. You will receive a quarterly statement with detail of what is held in the portfolio and all transactions during the quarter.

Asset-backed

Money&Co. loans are typically asset-backed, meaning Money&Co. has a charge on behalf of its lenders over an asset, usually a property. Money&Co. will ensure that there is sufficient headroom to allow for any financial shocks and that it will be able to recover lenders funds if the borrower is in default. Nonetheless, lenders must understand that their capital is at risk.

Discretionary

As the client, your portfolio will be managed according to parameters agreed with you at the outset. You can elect to have interest from your loans paid out twice annually, or retained in your portfolio for reinvestment.

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To become a client of the Money&Co. Portfolio Service, you must be a UK resident and have a minimum of £50,000 to invest.

If you are interested in becoming a client, our customer service team will be happy to explain the account opening process and answer any questions you might have.

E: contact@moneyadcoportfolio.com
T: +44 (0) 20 3872 2970

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