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

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.

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

Latest Video

Find out more

Managed Services: Charges

CONTACT
US
REQUEST A
CALLBACK
SIGN UP
TO SHARD
CAPITAL
UPDATES