Avellemy Limited was launched in 2014 to provide multi-asset, multi-manager, Risk Targeted Active solutions to Ascot Lloyd IFAs. The risk adjusted returns and growth of assets now stand at £600m as at February 2019. Avellemy is now extending its range to launch Active OEIC. The Avellemy philosophy is based on four key principles; Avellemy only uses experts to help us develop, maintain and provide consistency through all of the Avellemy investment solutions. They manage risk and reward with a firm belief that risk and reward are inextricably linked. Providing ongoing oversight and reviews are hugely important to the Avellemy Investment Committee, along with a key aim to provide a high quality professional investment service for a competitive price that is designed to provide positive, risk appropriate solutions for clients.

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Facilitated Adviser Charging Documents

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