Dunedin Investment Solutions
The core of our Investment Solutions is a range of risk profiled unfettered multi-manager funds.
We will establish your attitude to risk, creating an investment solution to ensure your needs are met, placing the investment in a suitable tax wrapper and providing the ability to monitor and manage your investment in the future.
It's a modern and efficient way of managing your investments and helps you to focus on what is really important to you in life. We believe it's the UK's most comprehensive investment service.
The four key stages to Dunedin Investment Solutions are outlined below.
Investment Solutions Overview
Dunedin has developed a powerful, integrated service that allows us to create bespoke solutions for you in one place. Below is an overview of each of the stages of Investment Solutions. More detail can be found in the following pages.
1.Risk assessment
The first stage of Dunedin Investment Solutions is to establish your individual attitude to risk. We offer an online system called 'ClientProfiler' that helps to uncover this using an easy-to-use question-and-answer based assessment.
2. Investment solution
The results of the risk analysis will highlight the types of investments that match your profile. At this stage you can select from our range of PortfolioManager Funds:
- Defensive
- Cautious
- Balanced
- Adventurous
- Aggressive
Each of these is managed by a MultiManager Investment Team, who have a wealth of experience running multi-manager funds. As you would expect from a leading Independent Financial Adviser, these managers have been sourced from the very best available in the marketplace.
3. Tax wrappers
If required, the agreed investment can then be placed into a range of different tax wrappers including an Individual Saving Account (ISA) or Self Invested Personal Pension (SIPP). You can also opt to invest directly or via a life investment bond.
4. Ongoing managing and reporting
It doesn't stop there. Dunedin Investment Solutions also provides you with a range of useful tools to monitor and track your investment. We'll also make available regular reports to ensure you are kept up-to-date on your investment's progress.