Luceo Asset Management

Luceo Asset Management

Investment made simple for everyone

Luceo Asset Management Limited is a wholly owned subsidiary of Lighthouse Group plc and was established in April 2016 to provide people all over the UK with a better way to invest for their future. The philosophy of Luceo Asset Management is that high quality investment portfolios should be available to everyone, not just the very wealthy or those with financial knowledge and past investment experience. Luceo Asset Management provides people from all walks of life with access to investments made to suit their needs.

For more information, visit the Luceo Asset Management website.

Luceo Asset Management has appointed Octopus Investments to act as Investment Adviser for it’s fund range – Luceo 3, Luceo 4, Luceo 5, Luceo 6 and Luceo 7. As you would expect from one of the UK’s leading providers of financial advice, Lighthouse has the knowledge and expertise to provide practical, informed advice on your financial affairs.

Luceo Asset Management chose to partner with Octopus as it is an award-winning Investment Adviser which manages nearly £6billion of investment funds on behalf of more than 50,000 investors. Octopus investors gain access to a full complement of asset classes, geographic regions and investment styles, all within a single portfolio, managed in a consistent and reliable way which is at the heart of the Octopus investment philosophy. As a result, investors can feel confident that with Octopus they are getting access to high levels of investment management expertise.

Luceo Investment Funds are what’s known as ‘multi manager’ portfolios, also known as ‘fund of funds’. This means that the Investment Advisers assemble portfolios of suitable funds to invest in, based on clients’ investment objectives and the goals discussed and agreed with their financial adviser. This approach means clients can feel confident that their portfolios will contain high quality investments and feature many different types of assets. Each fund in the portfolios will be chosen for its own characteristics and how it fits within the overall portfolio which will be managed with a view to it remaining within the risk appetite agreed between the client and the adviser.

Luceo Asset Management will continue to expand the range of the Investment Funds it offers. Luceo Asset Management does not provide financial advice. It is important to speak to a financial adviser before making an investment so if you require financial advice this can be obtained by contacting a Lighthouse financial adviser.

For further information on Luceo Asset Management Limited and the Fund range available through it please visit the Luceo Asset Management website via the link below.

For more information visit: luceoassetmanagement.co.uk

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View the Luceo Funds

View Luceo Website

Important Information: The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.