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
RISK RATED PORTFOLIOS
AB RISK RATED DEFENSIVE
Our objective is to outperform RPI UK + 1% over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 July 2022
AB RISK RATED CAUTIOUS
Our objective is to outperform RPI UK + 2% over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 July 2022
AB RISK RATED BALANCED
Our objective is to outperform RPI UK + 3% over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 July 2022
AB RISK RATED BALANCED GROWTH
Our objective is to outperform RPI UK + 4% over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 July 2022
AB RISK RATED GROWTH
Our objective is to outperform RPI UK + 4.5% overthe medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 July 2022
AB RISK RATED ADVENTUROUS
Our objective is to outperform RPI UK + 5% over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
Asset Allocation
As at 31 July 2022
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