Are you looking for a low cost, flexible and affordable way to invest?

Don’t have a lump sum to invest?

Want to start accumulating wealth?

For more information related to Shearwater, you can contact us on the following:

Tel: +44 1624 717171

Enquire Here
Shearwater is a Discretionary Fund Management (DFM) service designed by Ramsey Crookall’s investment committee to meet a broader range of investment objectives and risk tolerances. Models can be accessed either as a lump sum investment, a regular contribution investment or a combination of both.

Time and again, studies have shown that investing in the stock market is one of the best long-term strategies to build up a sum of money. 

Shearwater Models

Shearwater is available for lump sums across GBP, USD, EUR and for regular savings in GBP.

The models are regularly reviewed, with consideration given to the prevailing macro-economic factors and market conditions. Any potential adjustments are considered from both an asset allocation and an asset-specific perspective. 

We continually monitor our models against a benchmark for performance. We use a relevant benchmark from Managed Portfolio Indices (MPI), an independent performance measurement company.

Shearwater ESG

Our Shearwater ESG model is moderate to high risk and is for those who are comfortable taking short term risks for the potential of long-term gains. It is available in GBP only and is for lump sums as well as regular savings.

ESG investing represents an approach to managing assets where investors explicitly acknowledge the relevance of the following factors in their investment decisions:

This strategy is managed in line with our asset allocation for the Shearwater Adventurous model. However, it is for investors who believe that sustainability can have a material impact on companies’ performance. We seek collectives which offer exposure to the major asset classes but apply ESG practices such as negative and positive screening and impact investing.

Monthly Investing

Shearwater is also ideal for people who want to invest monthly without the necessity of investing a lump sum to start, and you can start with as little as £100 per month. It is excellent for first time investors looking to create wealth or sophisticated investors who want to invest monthly towards their retirement or other financial goals. 


Shearwater, Investing Monthly or as a Lump Sum

How it Works

To help you find the right Shearwater Model, we will assess your circumstances and help you understand your risk appetite. From this initial consultation, you will be able to make an informed decision on which investment to choose so that it is in line with your aims and objectives.

You can monitor your account's value through our online valuation system, which is available through our mobile app or client web access. The valuation system is updated daily.

The Shearwater Investment Account is very flexible and does not have a specific term. However, it would be best to invest for a horizon of at least five years.  

Important information

All investments involve varying degrees of risk, and you should satisfy yourself that you fully understand the risks involved. If you do not, please contact us to discuss the matter further. The value of investments and income arising from them is not guaranteed, which means you may not get back what you originally invested. Changes in exchange rates may also cause an investment to fluctuate in value. Past performance is not necessarily a guide to future performance.

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