Working with numbers.jpg

CORE PLUS RANGE

Diamond 4.jpg
DFM-MPS-on-Platform-Rating-Category-and-Year-5-Colour-RGB.png

AB CORE PLUS CAUTIOUS

The investment objective is to outperform RPI UK + 1% 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 30 April 2022

AB CORE PLUS CAUTIOUS BALANCED

The investment objective is to outperform RPI UK + 2% 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 30 April 2022

AB CORE PLUS BALANCED

The investment objective is to outperform RPI UK + 3% 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 30 April 2022

AB CORE PLUS BALANCED GROWTH

The investment objective is to outperform RPI UK + 4% 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 30 April 2022

AB CORE PLUS GROWTH

The investment objective is to outperform RPI UK + 4.5% 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 30 April 2022

AB CORE PLUS ADVENTUROUS

The investment objective is to outperform RPI UK + 5% 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 30 April 2022

PLEASE CLICK BELOW TO DOWNLOAD ALL CORE PORTFOLIOS FACTSHEETS