Our funds are actively managed by a team of experienced investment professionals who continuously monitor markets and rebalance portfolios to optimise returns while managing risk.
Managed Funds
Expertly managed portfolios from Greyshore Financial Trust tailored to your risk profile. Professional management, diversified investments, and competitive returns.
Choose Your Fund
Select the Greyshore portfolio that matches your risk tolerance and investment goals
Compare Portfolios
Find the right Greyshore balance for your needs
| Feature | Cautious | Balanced | Growth |
|---|---|---|---|
| Equity Allocation | 30% | 50% | 85% |
| Bond Allocation | 70% | 50% | 10% |
| Target Return | 3-5% | 5-7% | 7-10% |
| Risk Level | Low (2/7) | Medium (4/7) | High (6/7) |
| Volatility | Low | Medium | High |
| Time Horizon | 1-5 years | 5-10 years | 10+ years |
| Minimum Investment | £500 | £500 | £1,000 |
| Ongoing Fee | 0.35% | 0.45% | 0.55% |
Greyshore Investment Growth Calculator
Estimated Future Value
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Total Contributions:
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Investment Growth:
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*This is an estimate. Past performance does not guarantee future results.
Managed Funds FAQs
Common questions about Greyshore's managed fund portfolios
What are the fees?
Ongoing fees range from 0.35% to 0.55% per year depending on the portfolio. There are no entry or exit fees with Greyshore.
Can I switch between portfolios?
Yes, you can switch between Greyshore portfolios at any time. There is no fee for switching, though changes in investment allocation may have tax implications.
How often is the portfolio rebalanced?
Greyshore portfolios are reviewed daily and rebalanced quarterly, or more frequently if market conditions warrant.
Can I withdraw my money at any time?
Yes, you can withdraw from your managed fund account with Greyshore at any time. Withdrawals typically take 3-5 business days to process.
