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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
DEFENSIVE INCOME PORTFOLIO
AB DEFENSIVE INCOME PORTFOLIO
The portfolio’s investment objective is to offer a low-risk, liquid, and yield-driven solution by investing in sterling-denominated money market and fixed income instruments. The portfolio comprises, through Collective Investment Schemes, short duration Investment quality credit, short-dated Government bonds issued by UK and other developed market governments and money market instruments, such as overnight deposits.
The AB Defensive Income portfolio is the lowest risk portfolio offered by Alpha Beta Partners but is not entirely risk-free.
Asset Allocation*
The target yield on this portfolio is 3 – 3.5% over the next 12 months.
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