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Introduction to Model Portfolios from Alpha Beta Partners

Intro

Introduction to Model Portfolios from Alpha Beta Partners

Posted on June 07, 2019

Alpha Beta Partners offers two model portfolio ranges “Core Portfolios” and “Core Plus Portfolios”.

  • Core Portfolios deliver actively managed asset allocation and carefully selected passive instruments. Download our Introduction to Core Portfolios.
  • Core Plus Portfolios, investment growth strategies ranging from Defensive to Adventurous and one Balanced Income portfolio, rebalance dynamically to align with stated risk budgets. Download our Introduction to Core Plus Portfolios.

 

 

Other news

Introduction to our Portfolios

We have updated the presentations for our Core and Core Plus Portfolios, which are now available for download.

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AB Balanced Income Portfolio - July 2019

The Balanced Income Portfolio Factsheet is now available for download.

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AB Core Range of Portfolios, Downloadable Factsheets.

Alpha Beta Core Range of Portfolios, active asset allocation, passive instruments. Factsheets to 31 July 2019 are now available for download.

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Core Plus: Active/Passive Portfolios Factsheets

CORE PLUS RANGE - active asset allocation, blended active and passive instruments. Factsheets now available for download

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Quarterly Review, June 2019

Q2 2019 saw an extension of the Q1 rally in both the bond and equity markets.

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CORE RANGE OF PORTFOLIOS

The Alpha Beta Factsheets to 30 June 2019 for Portfolios AB1 - AB6 are available to download.

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CORE PLUS RANGE of Active/Passive Portfolios

The Alpha Beta Factsheets to 30 June 2019 for AB1X - AB6X are available to download.

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AB Balanced Income Portfolios - June 2019

The Portfolio’s investment objective is to achieve a combination of moderate income yield and capital appreciation by deploying globally focused multi asset strategy. The June factsheet is available for download.

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CORE RANGE OF PORTFOLIOS - active asset allocation, passive instruments. Factsheets available for download

The Alpha Beta Fact Sheets to 31 May 2019 for portfolios AB1-AB6 are available to download.

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AB Balanced Income Portfolio - May 2019

The Portfolio’s investment objective is to achieve a combination of moderate income yield and capital appreciation by deploying globally focused multi asset strategy.

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Core AB Range to 30 April 2019

The Alpha Beta Fact Sheets for portfolios AB1-AB6 are available to download.

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Core Plus ABX Range to 30 April 2019

The Alpha Beta Fact Sheets for portfolios AB1X-AB6X are available to download.

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AB Balanced Income Portfolio - April 2019

The first quarter saw a marked recovery across both bond and equity markets, fueled by the US Federal Reserve adopting a dovish stance towards interest rates.

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Quarterly Review, March 2019

The first quarter saw a marked recovery across both bond and equity markets.

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Core AB range​ to 31 March 2019

The Alpha Beta Fact Sheets to 31 March 2019 for portfolios AB1-AB6 are available to download.

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Core Plus ABX range​ 31 March 2019

The Alpha Beta Fact Sheets up to 31 March 2019 for portfolios AB1X-AB6X are available to download.

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AB Balanced Income Portfolio - March 2019

The first quarter saw a marked recovery across both bond and equity markets.We have moved into a more defensive position as we expect the markets to unwind and some outcome of the geopolitical risks is known with certainty. Download the full factsheet.

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Core AB range​ for February 2019

The Alpha Beta Fact Sheets up to February 2019 for portfolios AB1-AB6 are available to download.

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Core Plus ABX range​ for February 2019

The Alpha Beta Fact Sheets up to February 2019 for portfolios AB1X-AB6X are available to download.

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AB Balanced Income Portfolio - February 2019

We believe the UK equity market is now relatively undervalued and offering good long-term value and expect UK equities to outperform once Brexit uncertainly is removed.

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AB Balanced Income Q4 for 2018

The Portfolio’s investment objective is to achieve a combination of income and capital appreciation by deploying globally focused multi asset strategy.

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AB1-AB6​ for Q4 2018

AB1-AB6 Fact Sheets for Q4 2018 available to download

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AB1X-AB6X for Q4 2018

AB1X-AB6X Fact Sheets for Q4 2018 available to download

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Quarterly Review December 2018

Geo-political developments remained a major theme in Q4 2018 along with the trajectory of US interest rates and the health of the global economy.

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ABPX Fact Sheets 3Q18

The Alpha Beta Fact Sheets for Q3 2018 for portfolios AB1X-AB6X are available to download.

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ABP Fact Sheets 3Q18

The Alpha Beta Fact Sheets for Q3 2018 for portfolios AB1-AB6 are available to download.

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Negotiating Choppy Waters

September 2018: we took a look at the markets during this year so far: Wall Street highs, FTSE 100 performance, the Bull Market, Brexit and more.

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ABP Performance Data, 2017-2018

ABP is pleased to report its first 12 month performance track record.

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Advantages of a Hybrid Solution over Robo

George Higginson, joint MD of Alpha Beta Partners, was interviewed by Citywire Wealth Manager magazine about ABP’s ‘hybrid approach’ to Discretionary Fund Management.

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How Alpha Beta Partners is so Cost-Competitive

Our Chief Investment Officer at Alpha Beta Partners, is Shahid Chaudhri. In this short video, he describes why Alpha Beta Partners is different from competitive offerings.

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Introducing Alpha Beta Partners


Chair of Alpha Beta Partners Ltd, John Reynolds, has recorded a short introduction to our company and touches on how it will benefit Independent Financial Advisors (IFAs).

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