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AB TAC Active Portfolio 

INVESTMENT OBJECTIVES

The models are to deliver medium to long term capital growth from a global multi asset portfolio with a higher UK Allocation bias vs ACWI and AB. The portfolio weightings are aligned to the IA sector Allocations and broadly midpoint risk.

OUR INVESTMENT PHILOSOPHY

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The Active Portfolios are structured for investors seeking capital growth over the medium to long term. Each portfolio is constructed to remain aligned with its stated risk profile and is built to navigate a range of market conditions with consistency and control.

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Access our discretionary model portfolios through the following platforms:
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AB TAC ACTIVE CAUTIOUS

Asset Allocation

As at 28 February 2025

AB TAC ACTIVE BALANCED

Asset Allocation

As at 28 February 2025

AB TAC ACTIVE Growth

Asset Allocation

As at 28 February 2025

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© 2025, Alpha Beta Partners. All Rights Reserved.

 

Alpha Beta Partners is a trading name of AB Investment Solutions Limited. AB Investment Solutions is a Limited company registered in England and Wales no. 09138865 having its registered office at 1 Queens Square, Ascot Business Park, Lyndhurst Road, Ascot, SL5 9FE. AB Investment Solutions Limited is authorised and regulated by the Financial Conduct Authority FRN 705062.

 

Alpha Beta Partners Limited is wholly owned by Tavistock Investments Plc, and the parent company of AB Investment Solutions Limited, registered in England and Wales no.10963905 having its registered office at 1 Queens Square, Ascot Business Park, Lyndhurst Road, Ascot, SL5 9FE. 

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