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The Convexus Core
Professional portfolio management. Transparent investing. Designed to strengthen adviser relationships.
Investing is not simply about choosing investments. It is about making hundreds of disciplined decisions over many years. The Convexus Core Models combine a structured investment process with transparent ETF implementation, helping advisers deliver professionally managed portfolios while remaining firmly at the centre of the client relationship.
Flagship Model Range
Built around a disciplined and repeatable Convexus investment framework.
Flexible Application
Designed for appropriate adviser relationships, professional clients and corporate investment mandates.
Disciplined Oversight
Research, portfolio construction, monitoring and risk management within one repeatable framework.
Why the Core exists
The strongest client outcomes are achieved when investment management and financial planning perform distinct but complementary roles.
Convexus provides the portfolio expertise, structure and ongoing oversight. The adviser retains responsibility for the financial plan, suitability and client relationship. Together, they create a more complete investment experience for the client.
Professional Oversight
Portfolio construction, investment research, monitoring and ongoing discretionary management within a structured investment process.
Transparent Implementation
Efficient ETF implementation provides clear exposure to global markets without unnecessary investment complexity.
Flexible Application
A portfolio framework capable of supporting appropriate adviser, professional client and corporate investment requirements.
Scalable Consistency
A repeatable investment framework designed to provide consistent portfolio management across different relationships and portfolio sizes.
The three-way partnership
Receives professional discretionary portfolio management alongside personal, ongoing financial advice.
Convexus does not compete for the relationship. We are designed to strengthen it.
Discipline over noise
Markets are uncertain. The investment process should not be.
The Core Models are governed by a repeatable framework intended to support consistent, evidence-led decisions and reduce reliance on emotion or short-term market narratives.
Risk is part of the process
Risk management is not a separate event performed after a portfolio has been built. It informs asset allocation, diversification, implementation, monitoring and every subsequent portfolio decision.
Begin with the intended risk and return profile.
Control the primary sources of portfolio risk.
Avoid unnecessary dependence on a single market, region or investment outcome.
Assess implementation, liquidity, structure and underlying exposures.
Monitor portfolios and rebalance when investment conditions or portfolio weights warrant action.
Performance attracts attention. Disciplined risk management supports better long-term outcomes.
Long-term evidence
£100,000.00 invested at the beginning of the period would correspond to an indexed value of Growth Core: £267,100.00 and ARC Balanced Asset PCI: £203,900.00. Indexed illustration derived from cumulative percentage returns.
Indexed comparison based on the cumulative figures currently published by Convexus. It is not a year-by-year return series.
Secondary reference — Core: +94.9% since November 2015. Shown as a secondary reference only, as it has a different inception period and is not plotted directly against the September 2013 Growth Core series.
Performance reporting date: To be confirmed. Data source, basis and comparator methodology are recorded in the Convexus compliance administration area.
Past performance is not a reliable indicator of future results. The value of investments and the income from them may fall as well as rise, and clients may receive back less than originally invested. Performance comparisons must be considered in the context of the relevant model objective, risk profile, fees, reporting period and comparator methodology.
Why advisers use Core
An adviser-first DFM
Convexus is positioned as the investment partner behind the advice, not a replacement for it.
ETF efficiency with active judgement
Transparent implementation combined with ongoing professional portfolio decisions.
One governed process
Research, asset allocation, selection, monitoring and risk oversight sit within a connected framework.
Designed to scale
A consistent investment proposition that can support a broad range of suitable client relationships.
Access to the thinking
Advisers can go beyond headline performance and access the methodology, portfolio rationale and investment commentary supporting the models.
The Convexus Investment Partnership
Not simply a model portfolio range, but an ongoing investment partnership designed to give advisers access to portfolio expertise, decision rationale and a clearer story to communicate to clients.
Inside the process
The detailed methodology, portfolio composition, decision framework and supporting investment material are available through the Convexus adviser suite.
Strategic Asset Allocation Framework
Available to advisers
Portfolio Construction Methodology
Available to advisers
ETF Research & Selection
Available to advisers
Investment Committee Oversight
Available to advisers
Tactical Decision Framework
Available to advisers
Risk Monitoring Process
Available to advisers
Historic Performance Analysis
Available to advisers
Client-Friendly Portfolio Explanations
Available to advisers
Quarterly Investment Commentary
Available to advisers