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Inheritance Tax Solutions


Mariana Investment Partners LLP, the investment arm of the Mariana UFP Group, is pleased to now offer funds to meet our client’s investment objectives.

To proceed with an investment into the below and for more information on Mariana Investment Partners LLP and their investment offerings, please visit or contact directly on +44 20 7050 6600 and [email protected].

Mariana UFP LLP (the site which you are currently on) is the firm helping promote the below fund on behalf of Mariana Investment Partners, the fund managers. For the most up-to-date and extensive information on the below, please refer to the links above.

Principal Asset Allocation Fund

Investment ObjectiveSeeks to achieve a positive return in all market conditions over a three-year period by delivering market neutral total returns irrespective of business and interest rate market cycle.

The Principal Asset Allocation Fund, for the first time, brings together three of MIP's premier investment strategies to produce a largely uncorrelated total return, balanced fund.


Share TypeAccumulation

Risk ProfileCautious/Balanced

Performance Target8% p.a. over rolling three-year period. 6% volatility.

Investment HorizonSuitable for investors with a medium-term investment horizon of 3-5 years who require capital stability and above inflation returns

Primary Asset AllocationsCash - The portfolio may hold cash in times of uncertainty, or, as margin for derivative positions.

Equities - The equity strategy is a liquid, market neutral systematic multi-factor total return portfolio underpinned by a focus on the collinearity of factors and sound risk management

Fixed Income - The fixed income allocation is designed to produce recurring income by investing in low duration, high conviction bonds. Complementary to this is an opportunistic, alpha overlay focussed on market neutral relative value positions.

Management Team David Blake - Lead Portfolio Manager
Mark Thomson - Head of Risk
Malcolm Ritchie - Head of Compliance

Annual Management Charge 0.65%

CurrencyGBP, EUR, USD

Minimum Investment£10,000

AdministratorRBC Investor Services Ireland

CustodianRBC Investor Services Bank S.A



The following pages refer to Mariana investment products. It is important that you read and understand the risk statements below before you proceed.

Mariana’s investment products may provide both individual and institutional investors with flexible and innovative investment solutions offering varying levels of risk, asset exposure, capital protection and tax exposure.

It is important, however, that you understand the risks attached to your investments. The key risk factors are summarised below, but please remember that these are general risks and the risks that are relevant to individual products are set out in the brochure for that product.

Mariana does not provide investment advice in relation to investment products and we strongly recommend that you discuss any proposed investment with your financial adviser before you invest.

Investment in a Mariana product should form part only of your investment portfolio. You should also maintain savings you can access at short notice in case of emergency to meet any short term cash needs that may arise during the term of your investment.

Investment Risk – This is the risk arising from the market(s) or asset(s) into which your investment is made or to which the performance of your investment is linked. Their value might decrease, which could cause you to lose money or, if they increase, the amount of the increase may be greater than the return you get from your investment in a Mariana product.

Counterparty Risk – This is the risk that the financial institution by whom your investment is backed gets into financial difficulties and does not, or cannot, pay the amounts due in relation to your investment. This could cause you to lose some or all of your money and any investment returns that would have otherwise been payable.

Term Risk – This is the risk that an investor’s circumstances could change, forcing the early encashment of an investment. Such early encashment will be subject to a fee and the amount repaid is likely to be less than the initial capital invested. An investor should be aware that they may not be able to access the value of their investment immediately.

Inflation Risk – This is the risk that inflation may reduce the real value of your investment over time.

Tax Risk – The values of any tax reliefs generated by your investment will depend on your individual circumstances. You should note that the levels and bases of taxation and reliefs available may change in the future and changes may be applied retrospectively.

ISA Transfer Risk – if you wish to transfer an existing ISA, it must be done in cash. This means that your existing ISA manager will sell your investment and you are likely to be charged an exit fee. There is then the possibility of a loss of income or growth if markets should rise while your transfer is being processed.

Cancellation Risk – This is the risk that if you decide to cancel the investment after it has been purchased you are likely to lose some of your money.

It is important that you read all the related Mariana product literature carefully and in full so that you understand how the product works and can decide whether or not you are prepared to accept the risks and the possible consequences of investing in a particular product, before proceeding with your investment.

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