managed portfolios

The Hardy range features seven different risk-targeted investment profiles. Each is actively managed across different asset classes, featuring both active and passive investments, assembled with the aim of delivering the best possible investment performance. Each portfolio gives you instant access to a wide range of high-quality funds, managed by the most capable fund managers, all within a single investment.


Your portfolio is managed day-in, day-out, by an experienced team of managers and analysts who really know their stuff, so you don’t have to. It’s their job to put different funds together to create a portfolio greater than the sum of its parts, capable of delivering returns without taking too many risks. However, as with any investment, there is a chance you could lose money and get back less than you originally invested.


Our portfolios are available directly through independent financial advisers. Your financial adviser can explain the risks associated with this investment, as well as help determine the appropriate Hardy Managed Portfolio based on your personal attitude towards risk.

Key Benefits

  • Our investment team has over 80 years experience, spanning three decades.
  • Access to the very best fund managers from around the world
  • Agnostic blend of active and passive investment funds
  • Independent, Adaptive, Responsive and Agile Investment Management.
  • Sustainable Impact models for your Environmental, Social and Governance (ESG) considerations.
  • Your assets are securely ringfenced at our global custodian – Pershing Securities.
  • In-house administration and client support team.
  • Direct Custody Service available.
  • Speak to your Financial Planner for more information

Would you like to know more?

If you would like to find out more about our Hardy Managed Portfolios, please do not hesitate to contact Matthew Cheek on 07917 080361 or matthew.cheek@casterbridgewealth.co.uk