Dynamic Asset Allocation, Risk First Investment Process

Core Plus Range

Active & Passive Implementation 

Digital-5-Colour-RGB.jpg

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

AB1X.JPG

As at 30 April 2021

DFM-MPS-Platform-Family-Rating-Category-
DFM-MPS-on-Platform-Rating-Category-and-

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

AB2X.JPG

As at 30 April 2021

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

AB3X.JPG

As at 30 April 2021

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

AB4X.JPG

As at 30 April 2021

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

AB5X.JPG

As at 30 April 2021

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

AB6X.JPG

As at 30 April 2021

Please click below to download all Core Plus Portfolios Factsheets