INVESTMENTS

FOR EVERYONE

Luceo Asset Management was established in 2016 to provide people all over the UK with a better way to invest for their future.

Lighthouse Group plc, the immediate parent company of Luceo Asset Management Limited, was acquired by Quilter Financial Planning, a subsidiary of Quilter plc, the FTSE 250 quoted financial management and advisory group, in June 2019. Following that acquisition, it has been proposed, subject to regulatory and shareholder approval, to transfer shareholders in the Luceo range of investment solutions to the Cirilium Blend investment solutions managed by Quilter Investors. Further details are set out in the circulars sent to shareholders in the Luceo Funds which can be found at https://www.fundrock.com/fund/luceo-asset-management/

PEOPLE FROM ALL WALKS OF LIFE: YOUNG OR OLD, IN WORK OR RETIRED

PEOPLE WHO REQUIRE EXPERT HELP TO REACH THEIR LIFESTYLE GOALS

PEOPLE WHO WANT TO TARGET A CONSISTENT LEVEL OF RETURN

PEOPLE LOOKING FOR A WELL DIVERSIFIED PORTFOLIO

A STRAIGHTFORWARD SOLUTION

For most people, assembling a ‘Do-It-Yourself’ investment portfolio can be time consuming and risky. Investing can be made more straightforward by engaging with a financial adviser and receiving a recommendation to use a Luceo Investment Fund which is designed to suit you.

Each Luceo Investment fund is a portfolio made up of a diverse range of investment types. This gives you instant access to a wide range of high quality funds managed by the most capable fund managers, all within a single portfolio. We explain this in more detail on our funds page.

Please refer to the risk warnings at the foot of this page.

BENEFITS OF INVESTING

  • Targeting Long-Term Capital Growth
  • Actively Managed to Remain Risk Appropriate
  • Diversification Across Asset Classes
  • Equity Exposure Tailored to Suit
  • Professional Fund Management
  • Combining Active & Passive Investment Schemes
  • Investment Committee Oversight
  • Delivered with Expert Financial Advice

We believe high quality investment portfolios should be available to everyone, not just the very wealthy, or those with financial knowledge and past investment experience. We’re giving people from all walks of life access to investments made to suit their needs.