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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

Your attitude to risk has a major influence on your investment portfolio and financial.

This means we need to understand your approach to investment risk. However, there are many different aspect to risk, for example there is capacity for loss - how much can you afford to lose in a given period? Timescales are crucial too. 

Many years ago we used a risk scale of 1-5, where 5 is highest risk. When we asked clients to put themselves on this scale, almost 100% of clients put themselves at 3, slap bang in the middle. So we moved to a scale of 1-6. Now how did people respond? "About 3 to 4"!

This shows us that many people don't really understand risk, and don't really understand their own relationship with risk. THis is something we spend time with our clients discussing, to help you to understand yourself better.

Ovation Finance Ltd is authorised and regulated by the Financial Conduct Authority. FCA Number 190914. This web site is for the use of UK investors only.