Our investment approach

Our investment philosophy is central to how we invest and manage our client’s money.

At their highest level, our principles of investing can be summarised as follows:

  • 1

    Your values and desired lifestyle, investment preferences, objectives, attitude to risk, time-horizon and capacity for loss are all at the centre of all investment recommendations.

  • 2

    Keep fund management costs as low as possible.

  • 3

    Diversify as widely as possible, which reduces risk and volatility.

  • 4

    We are advocates of “passive” funds, which helps to achieve points 2 and 3.

  • 5

    Risk and returns are related. One way to increase long-term returns is to accept more volatility.

  • 6

    STAY INVESTED and don’t be tempted to sell during periods of uncertainty or market turbulence.

  • 7

    Don’t attempt to time the market in buying or selling decisions.

  • 8

    Don’t speculate on what might be the best performing asset class, sector or company.

  • 9

    Rebalance investments to the agreed asset allocation, at least annually.

  • 10

    Review investments regularly (see point 1 above)

Verus has operated 7 risk-rated portfolios since 2010, overseen by our Investment Policy Committee. We have a proven track record that the above approach works for our clients.

For further, more detailed information you can read our Investment Policy Statement here: Investment Policy Statement.

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