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Asset Allocation & Research


AAR Model Portfolios

AAR’s Model Portfolio Service (MPS) is a discretionary investment research service comprising four diversified portfolios.

Each portfolio is designed to meet a range of investment objectives and risk profiles.  The service has a centralised investment process which combines the experience of Castlestone Managements investment managers, with the in-depth knowledge of the  AAR team.

We have also partnered with a wide range of third party platforms to ensure that the AAR MPS is available for you to recommend to your clients. This means the decision of where your clients should custody their assets is yours.

Portfolio Simulated Performance

The below graph shows the performance of the four USD Asset Allocation & Research model portfolios. The four portfolios are: Cautious, Balanced, Growth and Equity Only. Each of the portfolios will hold a diversified selection of funds or ETFs and can be tailor made to suit the underlying client’s needs. These portfolios can be constructed in USD and GBP.

*Date Range: 1 January 2017 – 12 July 2022

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Balanced Portfolio

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Growth Portfolio

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Cautious Portfolio

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Equity Portfolio

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