Titan Investment Solutions Limited

IFSL Titan Growth Fund

The new IFSL Multi-Asset Funds range comprises five, actively-managed global multi-asset funds each with a different risk profile.

Titan Investment Solutions Limited (TIS), a subsidiary of Titan Wealth Holdings Limited, is the investment manager of the Funds. TIS is authorised and regulated by the Financial Conduct Authority.
Ian Wood

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The range is designed to provide holistic portfolio solutions for investors, by combining and distilling the ‘best-in-class’ investment expertise of Titan’s equity and fixed income teams.

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- Ian Wood, Chief Investment Officer

Our approach

By blending a diversified mix of equities, bonds and cash within a single fund, investors have a choice of investment solutions that aim to help mitigate volatility in different market scenarios. With each funds’ asset allocation aligned to different investor risk appetites, the range could provide a core investment or be used as a building block within many clients’ portfolios.

Global Equity Allocation:

Focuses on investing in high-quality businesses that the manager believes to be demonstrating the potential for sustained and compound high returns on capital as well as mis-priced special situations and value opportunities.

Global Fixed Income (Bond) Allocation:

Invests in a diversified range of large cap, investment grade bonds issued by household names such as banks, insurers, governments and utilities – looking for opportunities with appealing yield potential and very limited default risk.

Alternatives Allocation:

Invests in a range of strategies including absolute return, commodities and private markets with the aim of having limited correlation with traditional equity and fixed income markets.

The range

With a global remit, the funds are diversified by geography and sector and will invest across the investment spectrum, allocating according to the risk profiles of each fund. Allocations and investments are constantly reviewed, debated and rebalanced by the experienced investment team, providing high conviction, concentrated portfolios consisting of the teams ‘best ideas’.

The Range Ms

Source: Titan as of 18/10/2024

SRRI Risk levels are from the most recent KIID, available from our website, and may be subject to change.

Why consider these Funds?

  • Five, global and diversified multi-asset risk-managed portfolios designed for investors seeking a simple alternative option to a model portfolio solution.
  • Portfolios can be used as stable, core holdings or building blocks for a range of investor risk appetites with medium to long-term investment horizons.
  • Actively managed direct investment into a collective of equities and bonds offers a ready-made, cost-effective investment either within or outside a tax-efficient wrapper.
  • A ‘meeting of minds’ of the experienced management team, founded in deep bottom-up research and managed in line with proven investment processes and strong risk management practices.
Our People

Delivered by an experienced and dedicated team.

Pete Doherty, Head of Fixed Income and Ian Wood, CIO and Head of Equities each have extensive experience and long track records in their respective asset classes, equipping them with the expertise to identify what they believe to be ‘best-in-class’ investment opportunities and in different market conditions. They use their market understanding and long-standing industry relationships to inform in-house and third-party, bottom-up, fundamental analysis to assess companies and debt instruments for quality/ratings, value, drivers of growth potential and momentum and blend them together into this range of risk-progressive portfolios.

Important Information

The range is managed by Titan Investment Solutions (TIS), authorised and regulated by the Financial Conduct Authority. TIS is a subsidiary of Titan Wealth Holdings Limited.

Contact us

Get in Touch

Contact us to find out more.

Important Risks to consider

Investments and the income derived from them can fall as well as rise and you may not get back the amount originally invested. The Funds may be exposed to bonds, the prices of which will be impacted by factors including; changes in interest rates, inflation expectations and perceived credit quality. The Funds may engage in transactions in financial derivative instruments for hedging purposes. There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions. The Funds may be exposed to emerging markets, which are typically riskier than more established markets, as they can involve a higher-than-average risk due to the volatility of currency exchange rates, limited geographic focus, investment in a smaller number of issues, political and economic instability and less liquid markets. The Funds may have exposure to overseas markets, either directly or indirectly, and is therefore exposed to currency risk. The Funds may be exposed to shares of smaller companies. These shares may be harder to sell at a desired price and/or on a timely basis, especially in difficult market conditions. The Funds may invest in property funds. These can be relatively illiquid compared to bonds and equities.
Further information regarding the risks of investing in the Titan Multi-Asset Funds can be found in the Prospectus.

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