BAM was established more than 30 years ago and currently manages investments in excess of £0.6bn on behalf of private individuals, pension funds, trusts and charities.

We use our own disciplined investment process and careful manager selection to produce attractive real returns for our clients over the long term.

Managed Portfolio Services

We offer six investment portfolios in order to accommodate varying levels of risk and investment objectives.

DEFENSIVE MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

This strategy seeks to achieve a return in excess of inflation over a 3 year rolling time horizon, using the UK Consumer Price Index (CPI) plus 2% as its benchmark, and with lower volatility than Global Equities over the medium to long-term (5 years plus).

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DEFENSIVE BALANCED MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

This strategy seeks to achieve an investment income as well as longer-term capital growth, from investing in a range of assets and geographies using a fund of funds approach. Investors should be prepared to accept a moderate level of portfolio volatility.

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BALANCED MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

This strategy seeks to deliver long term returns from investing in a blend of assets and geographies, using a fund of funds approach. Investors should be prepared to accept a medium level of portfolio volatility.

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FOCUSED GROWTH MIXED ASSETS

  • Equities

  • Alternatives

  • Cash

This strategy seeks to achieve long-term capital growth, using a fund of funds approach. The strategy is primarily stock market based, invested across the globe and investors should be prepared to accept a medium to high level of portfolio volatility.

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SOCIAL IMPACT

  • Equities

  • Fixed Income

  • Cash

  • Property

This strategy seeks to deliver long term returns from investing in a blend of assets and geographies, using a fund of funds approach which have an Ethical or Sustainable mandate. Investors should be prepared to accept a moderate level of portfolio volatility, and investors should be aware that the investment universe is narrowed when compared to a standard portfolio.  There may also be limited ability to take positions in certain regions or asset classes, eg Absolute Return.

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GLOBAL HORIZON

  • Equities

  • Cash

This strategy seeks to achieve long-term capital growth, using a fund of funds approach. The strategy is primarily stock market based with allocations which are concentrated on sectors, themes, regions and parts of the market that the investment team feel present the best opportunities to generate attractive long-term returns. Investors should be prepared to accept a high level of portfolio volatility due to the equity, thematic and concentrated nature of the portfolio.

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Latest Review

You can download a PDF version of the latest news from Beckett Asset Management which provides a commentary on investment conditions and an overview of the performance of our Portfolios.

The BAM porfolios* consist of a blend of different funds provided by Blenheim. These funds are all managed by BAM and are used as building blocks for the portfolios. The exposure to each fund varies in each model, reflecting the particular risk profile of the model.

*Social Impact invests wholly in the Blenheim Ethical Opportunities fund and Global Horizons is not invested in any Blenheim funds due to its size and thematic investment philosophy.

BLENHEIM

UK EQUITY

Blenheim UK Equity

The objective of the fund is to provide capital growth over the medium to long term. The fund will be actively managed and will invest in companies domiciled, incorporated or carrying out a significant part of their business in the UK.

BLENHEIM

OVERSEAS EQUITY

Blenheim UK Equity

The objective of the sub-fund is to provide capital growth over the medium to long term. The fund will be actively managed to invest in a global portfolio of shares domiciled, incorporated or carrying out a significant part of their business outside of the UK.

BLENHEIM

DIVERSIFIED FIXED INCOME

Blenheim UK Equity

The objective of the fund is to provide income. The fund will be actively managed to provide a diversified portfolio of Sterling denominated (or hedged back to Sterling) bonds. The type of bonds held may include government, investment grade, sub-investment grade and asset backed bonds.

BLENHEIM

DIVERSIFIED PROPERTY

Blenheim Diversified Property

The objective of the fund is to provide income and capital growth over the medium to long term, from investing in a diversified range of property assets including bricks and mortar property funds, REIT funds and listed property securities.
The maximum exposure to collective investment schemes that invest directly in property will be 50%. Direct investment includes funds that invest more than 70% of their assets directly in immovable properties.

BLENHEIM

DIVERSIFIED ALTERNATIVES

Diversified Alternatives

The objective of the fund is to provide a positive total return over any 3 year period. The fund will be actively managed to provide a diversified portfolio of alternative assets, which behave differently to traditional forms of investment.

BLENHEIM

ETHICAL OPPORTUNITIES

Blenheim Ethical Opportunities

The objective of the fund is to provide capital growth over time through investments considered by the Investment Manager to be ethical investment choices, across multiple asset classes, as defined in the Ethical Investment Policy, which is published on the ACD’s website under prices and literature https://mgtsfunds.com/prices-literature. A minimum of 70% of the portfolio will be invested in collective investment schemes and overall exposure to equities will be a minimum of 20% and a maximum of 60%.