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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 macro economic views.

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Asset Allocation

AB1 CORE

As at 30 April 2024

Asset Allocation
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AB2 CORE

As at 30 April 2024

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AB3 CORE

Asset Allocation

As at 30 April 2024

AB4 CORE

Asset Allocation
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As at 30 April 2024

 AB5 CORE

As at 30 April 2024

Asset Allocation
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Cash 2%

AB6 CORE

As at 30 April 2024

Asset Allocation
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HISTORICAL FACTSHEETS FOR THIS RANGE/PORTFOLIO ARE AVAILABLE ON REQUEST

PLEASE CLICK BELOW TO DOWNLOAD ALL CORE PORTFOLIOS FACTSHEETS

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