Quarterly note
Q2 Portfolio Review
What changed, what stayed, and why cash stayed high.
PRIVATE CAPITAL
Clear Capital, Steady Pace
Portfolio management, strategy briefs, and clear reporting for private capital.
From the journal
Featured stories and reports
What changed, what stayed, and why cash stayed high.
Risk guide
Risk in Plain English
Client note
Family Office Brief
01Rule set
Allocation Rules 01
How we set risk, weight each sleeve, and hold cash.
02Update
Investor Update 02
A short read on performance, changes, and next steps.
03Report pack
Reporting Pack 03
The pack we send: figures, notes, and risk disclosures.
New
Risk Review
New
Read now
Quarterly Note
Read now
Topics
Funds, risk, and reporting
How capital is split across sleeves, cash, and risk limits.
GUIDE
Allocation
How capital is split across sleeves, cash, and risk limits.
TIPS
Risk Checks
What we watch before each move and what stays on the list.
TRENDS
Quarterly Notes
A short read on returns, holdings, and the latest call.
GUIDE
Onboarding
What to send first, how checks work, and what happens next.
of fund work
12 yrs
of fund work
issued each year
4 reports
issued each year
private, family, institutional
3 client tiers
private, family, institutional
Community
Customer notes
Verified
“Clear reports make decisions easier for our board and team.”
E
Eleanor Shaw
CIO, Northline Partners
Verified
“The tone is calm, direct, and easy to share with clients.”
M
Marcus Lee
Family Office Director
Verified
“Their notes keep risk, cash, and timing in one place each week.”
A
Aisha Patel
Portfolio Manager, Redgate Capital
Spotlight
More on allocation and risk
A plain pack with key terms, risk notes, and holdings.
Spotlight
Risk Disclosure Pack
A plain pack with key terms, risk notes, and holdings.
02No. 1
Capital Allocation
How cash, bonds, and sleeves are set each quarter.
03No. 2
Onboarding Pack
What we ask, what we check, and what you get first.
Wide read
Quarterly Commentary
A short read on the last quarter and the road ahead.
05Brief
Private Investor Brief
Short notes made for active private capital.
06Notes
Family Office Notes
Focus on control, timing, and clean reports.
07Pack
Institution Pack
A clear view for trustees, boards, and mandates.
08Watch list
Cash and Yield
Where cash sits and how we review it.
Questions
Common questions
Quick answers before visitors choose a product, service, or next step.
01Who is Sirius Fund for?+
For private investors, family offices, and institutions that want clear reports and steady capital rules.
02What do you send each quarter?+
We send portfolio notes, fund briefs, performance reporting, risk updates, and a short market comment.
03Do you help with onboarding?+
Yes. We help with account setup, key checks, and the first reporting pack so the start is clear.
04How often do you share updates?+
We share investor updates through the quarter, then send a full quarterly note with the main figures.
05Do you explain risk clearly?+
Yes. We keep risk notes short, direct, and tied to each allocation so the logic is easy to follow.
06How do I speak with the team?+
Use the contact form or email [email protected] and we will reply during UK business hours.
Join the brief
Get quarterly notes, reporting updates, and new fund briefings by email.