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
Asset Allocation
As at 30 June 2021
ABP Factsheets May 2021
Asset Allocation
As at 30 June 2021
ABP Factsheets June 2021
ABP Factsheets March 2021
ABP Factsheets Feb. 2021
Monthly Analysis Factsheets AB1
Monthly Analysis Factsheets AB1X
Monthly Analysis
Balanced Income Factsheets
Monthly Analysis Factsheets AB2
Monthly Analysis Factsheets AB2X
Monthly Analysis Factsheet
AB Lifetime
Monthly Analysis Factsheets AB3
Monthly Analysis Factsheets AB3X
Monthly Analysis Factsheets AB4
Monthly Analysis Factsheets AB4X
Monthly Analysis Factsheets AB5
Monthly Analysis Factsheets AB5X
Monthly Analysis Factsheets AB6
Monthly Analysis Factsheets AB6X
Optimal Multi Asset Defensive
SRI Defensive Portfolio
SRI Adventurous Portfolio
Optimal Multi Asset Balanced
SRI Balanced Income Portfolio
Ethical Balanced Income
Portfolio
Optimal Multi Asset Opportunities
SRI Balanced Growth Portfolio
Ethical Balanced Growth
Portfolio
ABP Factsheets Feb. 2021
Monthly Analysis Factsheets AB1
Monthly Analysis Factsheets AB1X
Monthly Analysis
Balanced Income Factsheets
Monthly Analysis Factsheets AB2
Monthly Analysis Factsheets AB2X
Monthly Analysis Factsheet
AB Lifetime
Monthly Analysis Factsheets AB3
Monthly Analysis Factsheets AB3X
Monthly Analysis Factsheets AB4
Monthly Analysis Factsheets AB4X
Monthly Analysis Factsheets AB5
Monthly Analysis Factsheets AB5X
Monthly Analysis Factsheets AB6
Monthly Analysis Factsheets AB6X
Optimal Multi Asset Defensive
SRI Defensive Portfolio
SRI Adventurous Portfolio
Optimal Multi Asset Balanced
SRI Balanced Income Portfolio
Ethical Balanced Income
Portfolio
Optimal Multi Asset Opportunities
SRI Balanced Growth Portfolio
Ethical Balanced Growth
Portfolio
ABP Factsheets Dec. 2020
Monthly Analysis Factsheets AB1
Monthly Analysis Factsheets AB1X
Monthly Analysis
Balanced Income Factsheets
Monthly Analysis Factsheets AB2
Monthly Analysis Factsheets AB2X
Monthly Analysis Factsheet
AB Lifetime
Monthly Analysis Factsheets AB3
Monthly Analysis Factsheets AB3X
Monthly Analysis Factsheets AB4
Monthly Analysis Factsheets AB4X
Monthly Analysis Factsheets AB5
Monthly Analysis Factsheets AB5X
Monthly Analysis Factsheets AB6
Monthly Analysis Factsheets AB6X
Optimal Multi Asset Defensive
SRI Defensive Portfolio
SRI Adventurous Portfolio
Optimal Multi Asset Balanced
SRI Balanced Income Portfolio
Ethical Balanced Income
Portfolio
Optimal Multi Asset Opportunities
SRI Balanced Growth Portfolio
Ethical Balanced Growth
Portfolio
ABP Factsheets Jan. 2021
Monthly Analysis Factsheets AB1
Monthly Analysis Factsheets AB1X
Monthly Analysis
Balanced Income Factsheets
Monthly Analysis Factsheets AB2
Monthly Analysis Factsheets AB2X
Monthly Analysis Factsheet
AB Lifetime
Monthly Analysis Factsheets AB3
Monthly Analysis Factsheets AB3X
Monthly Analysis Factsheets AB4
Monthly Analysis Factsheets AB4X
Monthly Analysis Factsheets AB5
Monthly Analysis Factsheets AB5X
Monthly Analysis Factsheets AB6
Monthly Analysis Factsheets AB6X
Optimal Multi Asset Defensive
SRI Defensive Portfolio
SRI Adventurous Portfolio
Optimal Multi Asset Balanced
SRI Balanced Income Portfolio
Ethical Balanced Income
Portfolio
Optimal Multi Asset Opportunities
SRI Balanced Growth Portfolio
Ethical Balanced Growth
Portfolio
ABP Factsheets Feb. 2021
Monthly Analysis Factsheets AB1
Monthly Analysis Factsheets AB1X
Monthly Analysis
Balanced Income Factsheets
Monthly Analysis Factsheets AB2
Monthly Analysis Factsheets AB2X
Monthly Analysis Factsheet
AB Lifetime
Monthly Analysis Factsheets AB3
Monthly Analysis Factsheets AB3X
Monthly Analysis Factsheets AB4
Monthly Analysis Factsheets AB4X
Monthly Analysis Factsheets AB5
Monthly Analysis Factsheets AB5X
Monthly Analysis Factsheets AB6
Monthly Analysis Factsheets AB6X