Investment Solutions
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.
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.
OUR PROPOSITION
Asset Allocation
Dynamic Asset Allocation,
Income Portfolio,
Blended Implementation
Alpha Beta Balanced Income Portfolio
Asset Allocation
The Portfolio’s investment objective is to achieve a combination of moderate income yield and capital appreciation by deploying globally focused multi asset strategy. The portfolio will gain this exposure through collective investment schemes and ETFs where required
As at 31 December 2021