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CORE RANGE

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The portfolios aim 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, 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 macroeconomic views.

Access our discretionary model portfolios through the following platforms:
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As at 30 September 2026

AB1 CORE

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Asset Allocation
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AB2 CORE

Asset Allocation
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As at 30 September 2026

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AB3 CORE

Asset Allocation
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As at 30 September 2026

AB4 CORE

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Asset Allocation

As at 30 September 2026

 AB5 CORE

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Asset Allocation
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As at 30 September 2026

AB6 CORE

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Asset Allocation
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As at 30 September 2026

Please click below to download all six Core factsheets.

Historical factsheets for this range are available on request.

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© 2026, Alpha Beta Partners. All Rights Reserved.

 

Alpha Beta Partners is a trading name of AB Investment Solutions Limited. AB Investment Solutions is a Limited company registered in England and Wales no. 09138865 having its registered office at 1 Queens Square, Ascot Business Park, Lyndhurst Road, Ascot, SL5 9FE. AB Investment Solutions Limited is authorised and regulated by the Financial Conduct Authority FRN 705062.

 

Alpha Beta Partners Limited is wholly owned by Tavistock Investments Plc, and the parent company of AB Investment Solutions Limited, registered in England and Wales no.10963905 having its registered office at 1 Queens Square, Ascot Business Park, Lyndhurst Road, Ascot, SL5 9FE. 

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