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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
LIFETIME PORTFOLIO
The AB Lifetime portfolio has been developed by Alpha Beta Partners in collaboration with leading academics from Bayes Business School, with the specific aim of mitigating sequence risk and delivering smoother long-term investment returns. The objective of the portfolio is to provide returns associated with a growth-focused multi-asset portfolio over the medium to long term.
Access our discretionary model portfolios through the following platforms:
AB LIFETIME PORTFOLIO
Asset Allocation
As at 31 March 2025
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