AllFunds Solutions is the Discretionary Fund Management capability offered by Lucid Investments.

Our wide range of solutions offers a consistent approach to investment through asset allocation, manager selection, and investment philosophy. With a strong focus on the fiduciary aspects within portfolio management, our Investment Managers emphasise responsible investing and fiduciary care.

Our Clarity Range offers a comprehensive range of investment solutions designed to meet the following client objectives:

  • Targeting inflation
  • Diversifying offshore
  • Sustaining an income for life after retirement

Benefits: 

  • Scalable, cost-effective solutions with reduced fees.
  • Enhanced client acquisition and retention.
  • Compliance management, asset manager due diligence, and broad platform access.

AllFunds Solutions also offers access to certain discretionary fund managers, offering you more flexibility and more choice.  Alternatively, if you require a model portfolio range tailored to your advice and investment process, please speak with us to arrange a consultation.

The benefits of partnering with AllFunds:

  1. Regulatory Risk: The introduction of the legislation and compliance burden on planners has increased the cost of running practices. Some planners have opted to emphasise investment management as a component of their value proposition, although they lack the necessary licences to do so.
  2. Time: AllFunds can make changes without client consent due to Category I and II licenses, allowing quick transaction execution.
  3. Skill: Fund selection and portfolio management require different skills. AllFunds utilises quantitative tools, comprehensive reporting, in-depth manager research, asset allocation, and portfolio design.
  4. Rebalancing: With a Category II license, AllFunds can make bulk switches for all clients in a portfolio instantly, unlike financial planners who need signed documents from each client.
  5. Manager Selection: AllFunds selects investment managers with expertise in various asset classes and decides on passive, active, smart-beta, or combined strategies.