Diversification with conviction
We believe in the power of diversification, but we do it with purpose. Our portfolios contain a maximum of 20 carefully chosen funds, ensuring each one plays a vital role in reaching your financial goals.
Planning for the future
We position your investments for long-term success
Pooled funds, primarily investment trusts
We use pooled funds with a strong focus on investment trusts listed on the London Stock Exchange. This allows us to benefit from pooled assets while leveraging the unique strengths of investment trusts. We also use unit trusts selectively, when they meet our strict criteria.
In-house research and fund manager meetings
While we select the funds in your portfolio, the day-to-day stock choices are made by expert fund managers. Our decisions are supported by in-house research and regular meetings with these managers, keeping us fully informed on performance and strategy.
Time in the market, not timing the market
We prioritise long-term market participation over frequent trading. By keeping portfolio turnover low, we reduce costs and give your investments the time they need to grow.
Frequently asked questions
What is investment management?
What is investment management?
Investment management involves managing your investment portfolio portfolio with the aim of achieving financial goals. This includes selecting appropriate investments, monitoring performance, and making adjustments as needed, the aim being to maximise investment returns in accordance with your risk appetite and capacity for loss.
Do I need a large amount of money to invest with Hamilton?
Do I need a large amount of money to invest with Hamilton?
No. At Hamilton, we have no minimum investment requirement. We believe that everyone should have the opportunity to invest and grow their wealth, regardless of their starting point.
DISCLAIMER
The information provided here is for general guidance only and should not be considered as financial advice. We recommend consulting with a qualified financial advisor to discuss your individual circumstances and get tailored advice.
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Helping you navigate life's financial challenges with confidence
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