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CORE RANGE

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 AB1 CORE

The investment objective is to outperform UK RPI benchmark over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

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As at 31 May 2022

Asset Allocation

As at 31 May 2022

 AB2 CORE

The investment objective is to outperform UK RPI +1% benchmark over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

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As at 31 May 2022

Asset Allocation

As at 31 May 2022

 AB3 CORE

The investment objective is to outperform UK RPI + 2% benchmark over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

Asset Allocation

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As at 31 May 2022

As at 31 May 2022

 AB4 CORE

The investment objective is to outperform UK RPI + 3% benchmark over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

Asset Allocation

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As at 31 May 2022

As at 31 May 2022

 AB5 CORE

The investment objective is to outperform UK RPI + 4% benchmark over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

Asset Allocation

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As at 31 May 2022

As at 31 May 2022

 AB6 CORE

The investment objective is to outperform UK RPI + 4.5% benchmark over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

Asset Allocation

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As at 31 May 2022

As at 31 May 2022

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