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Hilbert Investment Solutions ‘Defensive Income Portfolio’ now available on Structured Edge IFA platf

Hilbert Investment Solutions the London and Paris based structured product specialist recently launched a managed portfolio service called Defensive Income Portfolio which is now available on Structured Edge, the new structured product research platform operated by Future Value Consultants (FVC).

Defensive Income Portfolio invests in a pool of structured products and aims to provide investors with four quarterly payments of 2%.

The Structured Edge platform provides IFAs with a free independent and authoritative source of information on UK structured products.

FVC has been analysing the UK retail structured product market since 1999 and over that time has researched over 4000 structured products.

The platform is the longest running whole of market structured product research service for UK financial advisers and focuses on helping them with their comparison, selection and compliance processes

Hilbert’s founder Steve Lamarque said “There is a lot of information being produced by structured product providers due to the rising demand in the UK retail market, what FVC do is to simplify this information and present it in a way useful to IFAs.

FVC managing director Tim Mortimer said, “Hilbert is an innovative and forward-thinking structured product provider, we are delighted to offer IFAs continued access to our large database of structured product research including investments from Hilbert. This is the first open-ended investment to appear on our site and we think that Hilbert are offering IFAs a very useful alternative with their new Portfolio.”


Notes to editors

1. About Hilbert Investment Solutions

The firm was established in 2012 by former Old Mutual head of structured products Steve Lamarque to specialise in cross asset, structured solutions covering equities, rates and commodities.

Hilbert specialises in innovative, forward-looking investment solutions, often tailored to individual client needs. The team can design structures to meet a specific performance target, match a particular appetite for risk or satisfy environmental or social responsibility expectations.

Hilbert believes that delivery is just as important as structuring, with ongoing client support including high quality research which enables distributers to explain the rationale behind the tools and ideas and how they fit within investment portfolios.

In 2016, Hilbert joined the UK Structured Products Association and aligned itself to the UKSPA Code, utilising its product risk rating.

2. About Defensive Income Portfolio

The portfolio suggested investment term is up to five years and invests in leading global equity indices.

The minimum credit rating required is BBB and the minimum investment amount is £10,000.00.

Defensive Income Portfolio is administrated by James Brearley & Sons Ltd (FCA number 189219).

The investor will receive a target income payment of 2% on each quarterly payment date. Coupons distributed by notes held within the managed portfolio will be retained and will either be distributed in line with the income objective, or reinvested. The coupon payment dates are the 15th January, April, July and October.

The managed portfolio is designed to be held for a five-year rolling period. While the investment manager does offer daily opportunities for the investor to sell back the portfolio where required. If the investor decides to sell their investment, the return received will be dependent on the current market value of the managed portfolio’s investments and may therefore be less than the original investment.

The portfolio will be evaluated daily and is available as a direct investment, ISA or SIPP, Hilbert will receive a management fee of up to 1% per annum to cover the investment management and administration associated with the managed portfolio.

3. About Future Value Consultants

Future Value Consultants (FVC) is a research and analytics consultancy, specialising in structured product research, stress testing structured products, independent valuations and custom index calculation.

The FVC is a unique organisation with skills, expertise and systems across many areas within investment analysis. Its background is in structured products and because of the variety and technical detail of that market it has built up capabilities that have many applications.

For more information please contact:

Sam Shelton, Junior PR Executive.

Fortuna Asset Management Communications Ltd.

M: +44 (0) 7540336998

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