Core-and-Satellite Strategy
A widely used approach that pairs a low-cost, diversified core with smaller, higher-conviction satellite positions.
01
Building a Core-and-Satellite Portfolio: Balancing Stability with High Growth
How to structure a core-and-satellite portfolio combining a diversified core with targeted satellite positions.
Read guide →02
How Many Funds Do You Actually Need? Avoiding Over-Diversification
Why holding too many overlapping funds can dilute returns without reducing real risk.
Read guide →03
Choosing Satellite Positions: Sector, Regional, and Thematic Tilts That Make Sense
How to pick satellite fund positions that genuinely add something to a core portfolio.
Read guide →04
Rebalancing Your Portfolio: How Often and How to Do It Without Triggering Tax
How and when to rebalance a portfolio, and how to do it tax-efficiently inside and outside an ISA.
Read guide →05
Model Portfolios: Should You Copy a Ready-Made Fund Allocation?
The pros and cons of using a platform's or manager's model portfolio instead of building your own.
Read guide →06
Home Bias: Why UK Investors Often Over-Allocate to the FTSE 100
Why UK investors tend to overweight domestic shares, and the diversification cost of home bias.
Read guide →
⚠️
Not financial advice. The guides in Core-and-Satellite Strategy are educational and general in nature,
not a personal recommendation. Please seek advice from an FCA-authorised financial adviser before acting.