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
CORE PLUS RANGE
AB CORE PLUS CAUTIOUS
The portfolio aims to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 October 2023
AB CORE PLUS CAUTIOUS BALANCED
The portfolio aims to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 October 2023
AB CORE PLUS BALANCED
The portfolio aims to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 October 2023
AB CORE PLUS BALANCED GROWTH
The portfolio aims to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 October 2023
AB CORE PLUS GROWTH
The portfolio aims to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 October 2023
AB CORE PLUS ADVENTUROUS
The portfolio aims to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 October 2023