AB Lifetime Portfolio,

Systematic Strategy

Blended Implementation 

AB Lifetime Portfolio

The objective of AB Lifetime is to provide the returns associated with a growth focused multi-asset portfolio in the medium to long term, while also smoothing equity returns to mitigate sequence risk.

Alpha Beta Partners, Whole Money and leading academics from City Business school have collaborated to develop a unique approach to tackling sequence risk and providing smoother longterm investment returns. Alpha Beta Partners act as the Investment Manager while Whole Money Limited look after the investment research and product development business and are IP owner.

Asset Allocation

As at 31 Dec 2020

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020 8059 0250

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