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Insight

Date: 11/12/2024
Categories: General News

Five new UK authorised  funds comprising of fixed income and equity assets that provide investors with a range of options depending on their risk appetite.

11 December 2024: Titan Investment Solutions Limited, the investment arm of  Titan Wealth, today announces five new actively-managed, diversified and global multi-asset funds comprising direct bonds and direct equities that increase in risk according to investor’s risk appetite, ranging from Defensive to Adventurous.

The funds in the range are: 

  • IFSL Titan Defensive Portfolio
  • IFSL Titan Cautious Portfolio
  • IFSL Titan Balanced Portfolio
  • IFSL Titan Growth Portfolio
  • IFSL Titan Adventurous Portfolio 

The funds are managed by Peter Doherty, Head of Fixed Income, and Ian Wood, Chief Investment Officer at Titan Investment Solutions. Together they bring high caliber fixed income and equity expertise, supported by dedicated investment teams.  

The underlying stock selection for the equity component is focused on high quality, attractively priced global opportunities with the potential for sustained and compound high returns on capital as well as mis-priced special situations. This portion of the fund range reflects the high conviction strategy that is used to select stocks for the IFSL Titan Equity Growth Fund. 

The direct fixed income holdings are based on the same stock selection found within the Titan Fixed Income Fund range, which are focused on a combination of short-term high-quality bonds, large cap investment-grade corporate bonds, and hybrid capital. The team look for opportunities with appealing yield potential and very limited default risk.

Peter Doherty, Head of Fixed Income at Titan Investment Solutions, said: “This new fund range builds on the success of recent fixed income fund launches from Titan Investment Solutions. The new multi-asset funds allow us to meet a variety of investor risk needs across Titan Wealth clients.” 

"The new range can offer investors stable core holdings or serve as a building block for those looking at renewed risk appetite for medium to long-term investment horizons."

Ian Wood, Chief Investment Officer at Titan Investment Solutions, added: "The five multi-asset funds bring together the expertise of a management team founded in deep bottom-up research; the funds will be managed in line with proven investment processes and strong risk management practices.

“Our structured approach to equity selection provides access to strong and diversified equity investments. For investors seeking a specific risk profile, the new range will allow them to invest in these exciting assets alongside fixed income for a diversified portfolio.”