top of page
Bg_05.png

The investment manager for the independently-minded financial adviser

We are dedicated to making a  lasting difference and a positive impact on the advisers we work with and the financial ambitions of their clients.

The investment manager for the independently-minded financial adviser

We are dedicated to making a  lasting difference and a positive impact on the advisers we work with and the financial ambitions of their clients.

The investment manager for the independently-minded financial adviser

We are dedicated to making a  lasting difference and a positive impact on the advisers we work with and the financial ambitions of their clients.

Investment solutions

Our model portfolios and multi-asset funds are widely available across all major platforms. For any specific enquiries, please feel free to reach out to our team.

Investing for growth (Funds)

Prima funds

Prima funds

These three dynamic funds are managed using the same investment strategy as our model portfolios. This approach blends the strengths of our active growth  portfolios with additional exposure to diverse asset classes like gold and emerging market debt.

Atlantic House Investments is the Investment Adviser for the funds. The ACD is Margetts Fund Management.  

Fund
Info sheet
Prospectus
KIID (A Acc)
KIID (Acc)
KIID (Inc)
Prima Cautious Fund
Prima Balanced Fund
Prima Adventurous Fund

Dealing directly 

For advisers who wish to deal directly into the fund, they can do so directly with Margetts Fund Management dealing desk on 0345 607 6808.

Visit  Margetts Fund Management for further information. 

Investing for growth (MPS)

ASPIM Growth portfolios

ASPIM Growth Portfolios

The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. 

MPS portfolio
Factsheet
Defaqto
EV
Dynamic Planner
Growth 2
Growth 3
Growth 4
Growth 5
Growth 6
Growth 7
Growth 8
Growth 9
Growth 10
Growth Equity

Defaqto risk ratings at February 2025.

EV standard 1-10, 20 years, at Q1  2025.

Dynamic Planner Q1  2025.

Past performance is not a guide to future performance. 

Investing in passive (MPS)

ASPIM Index portfolios

ASPIM Index Portfolios

The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles. 

MPS portfolio
Factsheet
Index 2
Index 3
Index 4
Index 5
Index 6
Index 7
Index 8
Index 9
Index 10
Index Equity

Investing ethically (MPS)

ASPIM ESG portfolios

ASPIM ESG Portfolios

The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments. 

MPS portfolio
Factsheet
ESG 2
ESG 3
ESG 4
ESG 5
ESG 6
ESG 7
ESG 8
ESG 9

Important documents

Target market MPS portfolios
Target market Prima funds
Value Assessment MPS portfolios
Value Assessment Prima funds

How we manage portfolios

We believe in the advantages of evidence-based research and the importance of understanding both historical and forward-looking data. Discover more about our philosophy and our approach to investment management. 

PRI-Sig-Web-V1.png
Bg_02.png

Get in touch

If you would like to discuss your specific requirements, please contact the team directly or email team@aspim.uk.

Legal notice

This website is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. Capital is at risk.

 

All calls may be recorded for training and monitoring purposes. This site contains marketing communications. You should carefully consider the risks of investing in the relevant legal documents before investing. There is no guarantee that an investment will achieve its objective.  Indicative pricing or valuations throughout the site do not represent a firm bid or offer, or value and does not commit the Atlantic House Group of companies to any transaction and may vary significantly from any firm price quotations and values.

This website is issued by Atlantic House Group Limited (Registered no:  09770730) and the contents of this website are communicated by, and the property of Albemarle Street Partners (ASP). Albemarle Street Partners is a trading name of Atlantic House Investments Limited (AHI). Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.A. Registration number: 11962808. AHI is authorised and regulated by the Financial Conduct Authority (FRN: 931264). AHI is a wholly owned subsidiary of Atlantic House Group Limited. Trading address: 135 Bishopsgate, 8th Floor, London EC2M 3TP.

 

Please refer to the Detailed Disclaimer,  Privacy Policy and Website Terms of Use for more detailed information.

bottom of page