We establish clear objectives and target levels of risk in collaboration with our clients, and from this basis construct a strategic asset allocation.

This asset allocation is an investment expression of our client's objectives. In an ideal world, this strategic asset allocation would not change over time. It will change, however, if the client's circumstances change.

Typically, a Thurleigh portfolio will consist of a direct allocation to bond and equity markets alongside appropriate absolute return and specialist long-only funds.

We believe that by active asset allocation of a client's portfolio between the different asset classes it is possible to capture the shorter term cyclical opportunities that result from changing world economic circumstances and thereby enhance the returns from the portfolio without increasing the risk.

Thurleigh Investment Managers LLP is authorised and regulated by the Financial Services Authority. This website is for information purposes only and should not be construed as an offer or solicitation for the purchase or sale of any financial instrument or to enter into an investment agreement. This website is directed at UK residents. Thurleigh Investment Managers LLP does not hold itself out as an investment adviser in the U.S.A or in any other jurisdiction where it is not registered to do so.