Investment Service

Ovation adopts a disciplined approach to investment, never forgetting that these investments are for your future. Market timing and security selection can provide short term gains, but research shows that asset allocation is more effective in delivering returns over the long term.By adopting a disciplined Asset Allocation strategy, we are able to provide the most appropriate and diverse investment portfolio for any given point in your life.

Diversifying investments across a number of asset classes enables Ovation to help clients to achieve a better overall return and ride out fluctuations in the market.

CSI: Core & Satellite Investment Service

This balanced approach draws on a combination of passive equity funds covering developed markets and other uncorrelated investment opportunities, combined with investment in actively managed funds that offer the opportunity of higher potential returns. By blending the two strategies we are able to control management costs whilst aiming to beat the portfolio's benchmark in a risk controlled manner.

Ovation adopts a disciplined approach to investment, never forgetting that these investments are for your future. Market timing and security selection can provide short term gains, but research shows that asset allocation is more effective in delivering returns over the long term.

By adopting a disciplined Asset Allocation strategy, we are able to provide the most appropriate and diverse investment portfolio for any given point in your life. Diversifying investments across a number of asset classes enables Ovation to help clients to achieve a better overall return and ride out fluctuations in the market. .

Risk Analysis

Are you conservative with a small c? Your attitude to risk has a major influence on your investment portfolio. By understanding this, we can help you build a portfolio that will match your requirements, combining the appropriate level of risk for any given stage of your life.