Investment Solutions
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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.
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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.
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OUR PROPOSITION
Asset Allocation
Dynamic Asset Allocation,
Core Range,
Passive Implementation
AB Core Range Overview Aug 2020
Dynamic Asset Allocation,
Core Plus Satellite Range,
Blended Implementation
ABX Core Plus Range Overview Aug 2020
Dynamic Asset Allocation, Income Portfolio,
Blended Implementation
Balanced Income Overview Aug 2020
Monthly Analysis Factsheets AB1
Monthly Analysis Factsheets AB1X
Monthly Analysis Factsheet Balanced Income
Monthly Analysis Factsheets AB2
Monthly Analysis Factsheets AB2X
Monthly Analysis Factsheets AB3
Monthly Analysis Factsheets AB3X
Monthly Analysis Factsheets AB4
Monthly Analysis Factsheets AB4X
Monthly Analysis Factsheets AB5
Monthly Analysis Factsheets AB5X
Monthly Analysis Factsheets AB6
Monthly Analysis Factsheets AB6X
AB Lifetime Portfolio Overview Aug 2020
AB Lifetime Portfolio,
Systematic Strategy
Monthly Analysis Factsheet
AB Lifetime