top of page
Stock 373.jpg

CORE RANGE

DFM picture.jpg
DFM-MPS-(Platform)-Family-Rating-Category-and-Year-5-Colour-CMYK.jpg

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.

AB1.JPG
Asset Allocation

AB1 CORE

As at 31 March 2024

Asset Allocation
AB1X.JPG

AB2 CORE

As at 31 March 2024

AB2X.JPG

AB3 CORE

Asset Allocation

As at 31 March 2024

AB4 CORE

Asset Allocation
AB3X.JPG

As at 31 March 2024

 AB5 CORE

As at 31 March 2024

Asset Allocation
AB4X.JPG

Cash 2%

AB6 CORE

As at 31 March 2024

Asset Allocation
AB5X.JPG

HISTORICAL FACTSHEETS FOR THIS RANGE/PORTFOLIO ARE AVAILABLE ON REQUEST

PLEASE CLICK BELOW TO DOWNLOAD ALL CORE PORTFOLIOS FACTSHEETS

bottom of page