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IQ CIO's latest investment update

DISCRETIONARY INVESTMENT MANAGEMENT

‍Investment strategies built to

‍perform

Portfolios built around your goals, risk and timeframe, backed by an award-winning team who keep you on track as markets move.
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Meet IQ's CIO
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Our niche

We operate our own investment platform

We’ve built our own investment platform in-house – something very few financial advisers can say. See all your investments and transparent reporting in your app.
No third-party providers, no hidden costs, no multiple logins
10-20% lower fees compared to other firms
Faster transfers
20+
years track record
500M
Assets under Managenent
900+
active clients
90%
client referral rate

Our track record speaks for itself.

40 top performing funds. One IQ Aurelius XL List. 7 key investment strategies delivering superior returns.

Global Equity Strategy

100% invested in global shares, aiming to maximise long-term returns.
3YR
↗ 46.81%
5YR
↗ 21.94%
10YR
↗ 166.85%

Adventurous Strategy

A higher-risk strategy targeting stronger growth through global equity opportunities.
3YR
↗ 46.99%
5YR
↗ 28.28%
10YR
↗ 150.90%

Growth Strategy

Built to deliver steady, long-term growth by investing mainly in global equities.
3YR
↗ 35.19%
5YR
↗ 20.80%
10YR
↗ 111.53%

Distribution Strategy

Designed to pay a regular income, with the potential for some capital growth.
3YR
↗ 24.90%
5YR
↗ 24.12%
10YR
↗ 58.67%

Balanced Strategy

Blends growth and stability by spreading investments across different asset types.
3YR
↗ 24.37%
5YR
↗ 16.88%
10YR
↗ 79.52%

Growth and Income Strategy

Combines long-term growth with a reliable income stream.
3YR
↗ 29.48%
5YR
↗ 29.02%
10YR
↗ 93.57%

Defensive Strategy

Takes a cautious approach, by investing in lower-risk assets.
3YR
↗ 25.64%
5YR
↗ 22.93%
10YR
↗ 61.73%
Our team can help you understand which strategy - or mix of strategies - best fits your goals.
Let's discuss your portfolio
Performance figures for the IQ Strategies take account of underlying fund charges but not IQ or platform fees.
All investments carry risk. The value of your investments can go down as well as up, and you may not get back the amount you invest. Past performance is not a reliable indicator of future results.
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The thinking behind your investments

With almost 50 years of investment experience, Peter has seen every kind of market - and knows how to navigate them. As IQ's CIO since 2007, he and his team of highly experienced analysts oversee every portfolio decision, from long-term strategy to tactical action when markets move.
Peter Lowman
Chief Investment Officer, Global Market Strategist
How it works

Our investment process

We have a robust five-stage process for creating and monitoring your investment portfolio. Every stage is underpinned by rigorous research, discipline and conviction.
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1. Setting the strategy

Our investment committee meets regularly to keep a close eye on the macroeconomic environment and decide the best strategies for our portfolios. Their decisions are guided by research and insights from our investment team.

2. Investment selection

We filter the global universe of investment funds across all asset classes down to 40. These form our ‘IQ Aurelius XL List’ – a selection of funds that are ‘best of breed’ in their respective specialist areas. Our tried and tested approach produces first-class investment solutions.

3. Asset allocation

We allocate capital across a variety of different asset classes to build you an all-weather portfolio that will ride out market storms. This approach helps us to minimise the risk within your portfolio and deliver superior returns.

4. Portfolio construction

Deploying the right mix of funds from the Aurelius List into your portfolio depends on your attitude to risk, time horizon and investment objectives. Your portfolio will be well-diversified across asset classes, geographical regions and industry sectors. Most importantly, your funds will be accessible to you when you need them.

5. Ongoing monitoring

We will make strategic changes to your portfolio in line with changes to the economic environment. As you go through life events, we will adapt your portfolio to ensure it aligns with your goals.

Our investment principles

Long-term investors

Investing for the long term maximises your chances to preserve and grow your wealth. Our approach gives you stability in rocky markets and a smoother, less emotional ride to achieving your financial goals. We adapt your portfolio as you go through key life events and make tactical short-term changes to take advantage of market opportunities.

Capital preservation

Preserving the value of your capital is our utmost priority. Our team of expert analysts underpin their investment selections with rigorous research, discipline, and due diligence. Our aim is to protect your money. Giving you financial security both now and in the future.

Respect for risk parameters

We will help you understand three things: how much risk you are comfortable taking, how much risk you can afford to take, and how much risk you need to take to achieve your goals. Your unique investment portfolio will be built in alignment with your attitude to risk and goals. We ensure a high level of liquidity, so you can access your money should you need to.

Forward-thinking

We pride ourselves on staying ahead of the curve. Your portfolio will get exposure to cutting-edge themes such as disruptive technologies, health innovation, automation, and the energy transition. Our innovative approach has the potential to deliver strong returns.

Conviction in our ability

The team at IQ invests their own money alongside yours. Aligning our interests with yours is the first step towards earning your trust.

Request a call from one of our advisers today.