Thesis Asset Management has made its model portfolios available through the Fusion Wealth Platform, including a new UK equity portfolio that is exclusive to Fusion.
Managed by Thesis associate director Steven Richards, most of the portfolios will invest in active funds as well as direct securities, while the UK equity allocations are held directly in securities.
The UK stocks are selected through the Thesis UK equity model, which applies a quantitative screen to around 350 stocks and is refined through research and analysis to around 30 stocks.
The UK equity model will have a fee of 20 basis points plus VAT.
Thesis director of marketing and business development Lawrence Cook, says: “We think the Thesis UK equity model is unique in the current market and will offer the wealth managers and financial planners that use Fusion a great portfolio of well researched and refined UK equities. Investing directly in stocks as opposed to funds cuts out a layer of costs making it an attractive proposition for investors.”