The stocks for the portfolio are selected through Thesis’ own quantitative screen to identify around 350, approximating the FTSE 350. The top quintile is then further analysed to produce a ‘best ideas list’ of about 30 names.
The portfolio is managed by associate director Steven Richards and has a fee of 20bps plus VAT.
Thesis has also made its existing model portfolios available on the Fusion platform. The models are split across seven risk levels.
“We think the Thesis UK equity model is unique in the current market and will offer the wealth managers and financial planners that use Fusion a great portfolio of well researched and refined UK equities,” said Lawrence Cook, Thesis director of marketing and business development.
“Investing directly in stocks as opposed to funds cuts out a layer of costs making it an attractive proposition for investors,” he added.
