Flying Colours aims to make investment management more accessible and transparent for clients. Our roots and experience in fund management ensure a personal approach when it comes to investing money on behalf of our clients. Our motivation lies in a genuine desire to make a difference to people’s futures and maximise the potential for solid long-term returns.Let's start a conversation
Flying Colours Investment Management builds discretionary managed portfolios with a clear plan. The industry we work in can sometimes feel like it relies on mystics in cloud covered mountains or secretive geniuses working with complex systems. We believe this mystique is unnecessary and may hide a confusion on the part of the fund managers. What is certain is that it often leads to disappointing outcomes for investors. The years of experience the Flying Colours Investment Management team has in the industry, has proved to us that there is a clear, simple and consistent approach we can take for the benefits of our clients. Of course, we can’t control the ups and downs of the global economy, but we can always tilt the balance in your favour and put you in the best position to do well.
Initial screen to establish a shortlist of funds, looking at cost and performance.
The shortlist is analysed in further detail.
Detailed look at historical performance vs volatility, discipline, asset allocation & cost
Factsheets are reviewed as a further qualitative check.
Funds are mapped to our risk ratings to align with client outcomes
Funds are reviewed by the Advice Committee and approved or rejected
The findings of our research have been instrumental in our approach to investing for your future. The knowledge we have gained has translated into applied intelligence that benefits every client.
Our website offers information about investing, but not personal advice or a recommendation to invest in our discretionary managed portfolio service. If you're not sure which investments are right for you, please request advice from a Flying Colours financial adviser. It is also important to remember that investing is for the longer term (minimum of 5 years) and that investments can go up and down in value, so you could get back less than you invested.