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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
BALANCED INCOME
Access our discretionary model portfolios through the following platforms:
AB BALANCED INCOME PORTFOLIO
The portfolio’s investment objective is to achieve a combination of moderate income yield and capital appreciation by deploying a globally-focused, multi-asset strategy. The portfolio will gain this exposure through collective investment schemes and ETFs, where required.
Asset Allocation
As at 31 August 2025
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