Intelligent Investor is New Vision's flagship investment fund advice & monitoring service
Our goal is to have you living a life of abundance - whatever that may look like for you.
We developed the Intelligent Investor process to do just that, by minimising losses and maximising gains whilst being as simple and stress-free as possible for you to manage.
Our investment process is long established and has helped us successfully guide clients' investments through a variety of market conditions since 2006.
We'll do all the hard work
At the heart of our proposition is a monthly review and switch process.
Every month, our investment team reviews the funds in your portfolio, then either recommend a switch to a more suitable fund or confirm that no action is required.
You can rest assured that your funds are being monitored regularly by a financial adviser - the ultimate decision is based on our adviser's over 30 years of experience.
Accurate, timely and well-organised data is at the core of our process
Our process identifies those active fund managers who are performing ahead of their peers, whilst ensuring that they are not taking unnecessary risks to achieve their performance.
Our multi-asset portfolios are diversified across the traditional asset classes such as equities (UK and global regions), fixed interest (Government and corporate bonds), cash and other specialist asset classes such as infrastructure.
Intelligent Investor maintains a database of fund information on over 4,000 UK funds which is updated monthly using data from Financial Express, the UK's leading investment rating and research agency.
Easier than squeezing a lemon
The whole Intelligent Investor process is repeated every month, and the only action we need you to take when we recommend a switch?
Click a button in an email to authorise your fund switches!
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'New Vision Lifestyle Financial Planners'
