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investment managers What we do We are discretionary investment managers based in Yorkshire serving individuals trusts pension funds charities and their advisers across the country. We believe that everyone should be able to access the investment expertise and cost-eective services of professionals who are committed to preserving and growing the clients investments no matter the size of the portfolio. With over 150 years industry experience between us our friendly team is always on hand to answer any questions you may have. We know that you value personal service so when you contact us youll be a name not an account number and youll be able to deal with the right person to get the information you need. Our Company Myddleton Croft was established in 2006. Since that time we have received excellent support from professional introducers and combined with solid investment performance have substantially increased our funds under management. We have an experienced team to ensure that we always meet the high standards of service our clients and their advisers expect. Our Approach As discretionary investment managers we believe it is important to ensure that clients portfolios reect their attitude to risk. We place emphasis on the preservation of capital and apply our experience and expertise to achieve returns commensurate with each clients risk tolerance. We begin by taking a long term view on the economic trends inuencing global nancial markets and this frames the strategic core holdings in which we invest. We can then add smaller tactical investments as they arise. Our in-depth research generates ideas which are subject to real-time internal discussions no waiting for an investment committee to meet and make a decision so if we spot an opportunity we can move quickly to take advantage. Similarly if we need to sell a holding we can do so swiftly. We also make full use of the research available to us because whilst we may not always agree with other analysts views we need to know what they are thinking. We have the independence of thought to ensure that we need never follow the herd pursuing trends we dont believe in in the hope of tracking a pre-determined benchmark at the end of the day the only benchmark that really matters is client satisfaction. Bespoke Discretionary Management We will take on the responsibility for all investment decisions taking into consideration the clients attitude to riskcapacity for loss and the objective of the portfolio be it income capital growth or a mix of the two. We will consider the clients tax situation any individual investment preferences they may feel strongly about for example ethical and social issues and ensure that all of this is done in the most cost-eective way possible. We take the view that we are investing for the medium to long term and therefore could hold an investment for up to fourve years. This would vary depending on the investments price valuation and changing economic conditions. Once we have approved an investment we allocate a weighting within the portfolio subject to each clients mandate and risk tolerance. We keep the number of investments down to around 20 holdings which enables us to be exible and means that all holdings make a meaningful contribution to the overall performance. We practice true diversication analysing all asset classes and selecting what best ts our investment outlook at any time. We look at risk and return together and assess whether a new investment brings lownegative correlation to existing assets thereby reducing the portfolios risk level. Once in place the portfolio will be monitored on a daily basis and immediate action taken should circumstances change. We provide a full reporting service to include half-yearly valuations a tax-year end consolidated tax voucher and CGT report where applicable together with regular newsletters. Myddleton Croft on Platform Our active investment management can be provided through a range of risk rated model portfolios accessed via a platform. We oer a range of six risk rated model portfolios on various platforms. Although more limited in terms of the asset classes they can hold compared to bespoke management your clients will still benet from our investment ideas. As we do not provide custody of the assets our fees are reduced accordingly. Platforms normally accept a low minimum investment and can accept regular savings which could be used for ISAs SIPPs oshore bonds and trusts. Gains on investments held directly could be subject to a CGT charge on disposal. Other Services We have worked closely with a number of rms to understand their investment management proposition and to provide an investment service that is unique to their business model. If required we can Review the rms current investment methodology Assess asset allocation needs Tailor an investment service to meet the needs of your clients and your business. We will spend time to make sure that between us we have the appropriate proling for attitude to risk and capacity for loss. Appreciating how advisers want to deliver a rst class choice of investment solutions to their clients is the rst step in developing a long term benecial relationship. Being bespoke investment managers means that we can create an investment service solution aligned to the needs of an adviser rm. Important Information The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Investors should refer to their nancial adviser to ensure that our service is suitable for their investment needs. Why Choose Myddleton Croft For further information contact us at Myddleton Croft Ltd No. 1 Airport West Lancaster Way Leeds LS19 7ZA T 0113 274 7700 E-mail We want to work with you to achieve the best results for your clients and your business. We believe we have the experience to know whats important to advisers in order for you to build a trusting and successful relationship with us. We are totally independent we have no biased owners and no IFA arm of our own. Your clients remain your clients We will work with you to provide your clients with a fully compliant investment management solution We oer a true discretionary investment service We work with you to understand your business needs in order to complement and add value to your existing investment proposition We will handle all the day to day administration of managing money directly through platforms wraps or through your existing product providers We provide sales and marketing support to help you with internal or external presentations content-generic for your clients At your request our investment managers are available to meet with you or your clients At Myddleton Croft advisers are recognised and respected and your calls are taken by friendly and knowledgeable people who understand that when you contact us you expect a swift and ecient service Our minimum investment level is one of the lowest in the industry investment managers No. 1 Airport West Lancaster Way Leeds LS19 7ZA T 0113 274 7700 F 0113 274 7711 E-mail Myddleton Croft Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Wales number 05782909. VAT number UK 889 241088. Registered Oce 11 Cliord Avenue Ilkley LS29 0AS.