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 broad range of investment objectives and risk tolerances. The Shearwater plan gives investors the opportunity to build up a portfolio over time through regular contributions. Investors may also invest a lump sum into the strategies or utilise 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 ideal for regular savings in GBP, USD or EUR but can be accessed by lump sums across the various currencies.

The models are regularly reviewed, with consideration given to the prevailing macroeconomic 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 an appropriate benchmark for performance. We use a relevant benchmark from Managed Portfolio Indices (MPI), an independent performance measurement company.

Shearwater ESG

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 investments which offer exposure to the major asset classes but apply ESG practices such as negative and positive screening and impact investing. It is a moderate to high-risk strategy available in GBP and is ideal for regular savings but can also be accessed with lump sums.

Monthly Investing

Shearwater is ideal for people who want to invest monthly without the necessity of investing an initial lump sum, 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 contribute 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, 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, we would recommend an 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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