Thesis launches model portfolios, including new UK Equity only model on Fusion Wealth Platform
Thesis Asset Management plc, the investment management company focused on professional partnerships, has launched its model portfolios on the Fusion Wealth Platform.
The models, which reflect the Thesis seven risk mandates, are implemented in collectives (active funds) and also in direct securities models where the UK equity allocations are held directly in securities rather than in funds.
The Thesis UK equity model is also available for the first time as a standalone model, initially exclusive to Fusion Wealth.
The UK stocks are selected through the Thesis UK equity model, which applies an initial quantitative screen to around 350 stocks (approximately equal to the FTSE 350 universe), the top quintile of which is then further refined through qualitative and quantitative research and analysis to produce a best ideas list of about 30 stocks. This model will have a fee of just 20bps plus VAT.
These models are managed by Thesis associate director Steven Richards and are aimed at meeting a wide range of financial goals for clients.
Lawrence Cook, Director of Marketing and Business Development at Thesis, commented:
“We think the Thesis UK equity model is unique in the current market and will offer the wealth managers and financial planners that use Fusion a great portfolio of well researched and refined UK equities. Investing directly in stocks as opposed to funds cuts out a layer of costs making it an attractive proposition for investors.
“As part of our ongoing effort to ensure our portfolios are available to the widest number of investors across the market, we are extremely pleased to have partnered with Fusion to launch the Thesis UK equity model portfolio.”
Ian Cooke, CEO at Fusion Wealth, commented:
“Having spoken to a number of our users, we had been looking to launch a UK equity only model for some time. After an in depth due diligence process we are delighted to be broadening our offering with Thesis Asset Management.
“We were thoroughly impressed with the Thesis methodology and approach to research. Thesis is a great addition to our existing proposition and we are excited to offer our users an unrivaled and exclusive product.”