Mosaic portfolio

Mosaic is a discretionary portfolio service. It provides a readymade investment solution that meets the growing demand for a multi-asset, risk based approach to managing portfolios. By investing primarily in carefully selected funds according to five different risk strategies, Mosaic can match the risk/return profiles of each individual client.

At a glance

  • A broad range of managed investment strategies
  • Leverages Shard Capital’s broad in-house expertise across the full range of investment disciplines from direct lending through convertible bonds, global credit markets, small/large cap equities
  • Daily liquidity
  • Potential tax efficiencies via ISA & SIPP
  • Market neutral

Is it right for you?

Experience level

Suited to investors of all experience levels

Minimum investment

£20,000

Who can open an account?

We welcome individuals and corporates from the UK and a broad range of countries. Please speak to a member of the team for more information.

Tax efficient?

Mosaic can be held within an ISA or SIPP which each have their own tax efficiencies. As we have an in-house market neutral strategy for our Balanced, Capital Growth and Aggressive Growth strategies which is ineligible for ISA’s, we have carefully chosen and applied an alternative 3rd party fund which is ISA-eligible.

What account should I open?

With Mosaic you can take advantage of our tax efficient ISA account (see note above), or our Primary Account, or, depending on your level of investment, a combination




Apply for an account


Need help with this service?

+44 (0)207 186 9960