Aspira Governed Portfolios
Our Governed Portfolios have been designed for Aspira clients. The portfolios are managed by a discretionary manager called Copia Capital Management and overseen by our Investment Committee which defines the objectives for each portfolio, sets the mix of assets within the portfolio and selects from a broad range of funds for each asset class.
Copia Capital Management representatives meet quarterly to review the performance of the portfolios which are managed continuously to an agreed Investment Process.
The January 2021 Factsheets can be accessed by clicking the relevant links below:
For more information please view our Governed Portfolio Brochure by clicking on the image below:
If you have any further questions please contact your Aspira adviser.
You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.