Our Governed Portfolios have been designed for LEBC clients. The portfolios are managed by a discretionary manager called Copia Capital Management and overseen by our Investment Committee which defines the objectives for each portfolio, sets the mix of assets within the portfolio and selects from a broad range of funds for each asset class.
Copia Capital Management representatives meet quarterly to review the performance of the portfolios which are managed continuously to an agreed Investment Process.
The November 2020 Factsheets can be accessed by clicking the relevant links below:
LEBC Ethical Factsheet
LEBC Governed 1LT
LEBC Governed 1MT
LEBC Governed 2LT
LEBC Governed 2MT
LEBC Governed 3LT
LEBC Governed 3MT
LEBC Governed 4LT
LEBC Governed 4MT
LEBC Governed 5LT
LEBC Governed 5MT
For more information on Governed Portfolios please click here to view our brochure.
If you have any questions please contact your LEBC adviser.
You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.