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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
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
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.
Access our discretionary model portfolios through the following platforms:
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