Luceo Asset Management has appointed Octopus Investments to act as Investment Adviser for its initial fund range – Luceo 3, Luceo 4, Luceo 5, Luceo 6 and Luceo 7. All of these funds are in the actively managed, “fund of funds” financial products sector. 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
The current 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 risk profiles and the goals discussed and agreed with their financial adviser.
Luceo Asset Management chose to partner with Octopus as it is an award-winning fund manager which manages more than £8 billion on behalf of more than 150,000 customers across all Octopus businesses*. Octopus have built leading positions in the tax-efficient investment, smaller company financing, renewable energy and healthcare markets.
Through the actively-managed, fund of fund investment structure deployed, investors in Luceo Investment Funds gain access to a wide range 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 they are getting access to high levels of investment management expertise
Luceo Asset Management will continue to provide investment solutions that are appropriate to clients’ needs and objectives and that match, both at the time of initial investment and on an on-going basis, the client’s agreed risk profile and this is expected to include expansion of the range of the Investment Funds offered in due course. 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.
*Octopus Investments – March 2019
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.