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
Dynamic Asset Allocation, Risk First Investment Process
Core Range,
Passive Implementation
ALPHA BETA 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.
Asset Allocation
As at 30 April 2021
ALPHA BETA 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.
Asset Allocation
As at 30 April 2021
ALPHA BETA 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
As at 30 April 2021
ALPHA BETA 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
As at 30 April 2021
ALPHA BETA 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
As at 30 April 2021
ALPHA BETA 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
As at 30 April 2021
Please click below to download all Core Portfolios Factsheets