Investment Solutions
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Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
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Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
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OUR PROPOSITION
Asset Allocation
Active Range
INVESTMENT OBJECTIVES
The models are designed to deliver medium- to long-term capital growth from a global multi-asset portfolio, with a higher UK allocation bias compared to ACWI and AB. The portfolio weightings are aligned with the IA sector allocations and broadly represent midpoint risk.
OUR PROPOSTION
Three Risk-Profiled
Portfolio
Aligned to IA sectors, designed for consistent long-term outcomes
Collaborative
Research-Driven Process
Constructed in partnership,
with Alpha Beta Partners implementing portfolios based on The Adviser Centre's independent research
UK-aligned, Value-Focused Approach
Supported by structured governance and continuous oversight
Investment Philosophy
Designed for Long-Term Outcomes
The Active Portfolios are structured for investors seeking capital growth over the medium to long term. Each portfolio is constructed to remain aligned with its stated risk profile and is built to navigate a range of market conditions with consistency and control.
Focused on Fund Selection
A research-led, bottom-up approach to manager selection is at the heart of the process. Managers are blended to complement one another and strengthen portfolio diversification. Passive instruments are used selectively helping to preserve quality and cost-effectiveness.
Asset Allocation Structure
Asset allocation are anchored to IA Benchmarks. Adjustments around these positions are informed by regular discussions with fund managers, input from the Alpha Beta Partners investment committee and wider market analysis. The intention is to reflect conviction where appropriate while maintaining discipline and consistency.
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Measured Value Delivery
The portfolios aim to deliver value incrementally, with a measured approach that seeks to outperform sector averages over time.This philosophy supports low portfolio turnover and avoids unnecessary friction, while still allowing for changes were justified by long-term positioning or market developments.
Access our discretionary model portfolios through the following platforms:
AB ACTIVE CAUTIOUS
Asset Allocation
As at 31 May 2025
AB ACTIVE BALANCED
Asset Allocation
As at 31 May 2025
AB ACTIVE GROWTH
Asset Allocation
As at 31 May 2025