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
Dynamic Asset Allocation,
SRI/Ethical Portfolios,
Blended Implementation
AB SRI Defensive Portfolios
The SRI Defensive Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 0% - 35% and inline with a Alpha Beta Risk Profile of 3 - 5.
Asset Allocation
As at 30 April 2021
AB SRI Balanced Income Portfolios
The SRI Balanced Income Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40% - 85% and in line with a Alpha Beta Risk Profile of 4 - 6.
Asset Allocation
As at 30 April 2021
AB SRI Balanced Growth Portfolios
The SRI Balanced Growth Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40% - 85% and in line with a Alpha Beta Risk Profile of 5 - 7.
Asset Allocation
As at 30 April 2021
AB SRI Adventurous Portfolios
The SRI Adventurous Portfolio will seek to deliver long-term capital growth by blending collective strategies, employing our proprietary rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 70-100% and in line with the AlphaBeta l risk profile of 7-10.
Asset Allocation
As at 30 April 2021
AB Ethical Balanced Growth Portfolios
The Ethical Balanced Growth Model Portfolio will seek to deliver long-term capital growth and income by blending collective strategies and employing our proprietary rating and risk profiling systems. We employ a strict negative screening process in order to highlight investments that do not meet our ethical criteria.
Our process will screen for and seek to avoid investments in areas like Animal testing, Gambling, Intensive farming, Nuclear power, Pornography, Tobacco & Weaponry. In addition to this, we seek to exclude companies that support oppressive regimes or operate in a way that does not respect human rights issues.
Asset Allocation
As at 30 April 2021
AB Ethical Balanced Income Portfolios
The Ethical Balanced Income Model Portfolio will seek to deliver long-term capital growth and income by blending collective strategies and employing our proprietary rating and risk profiling systems. We employ a strict negative screening process in order to highlight investments that do not meet our ethical criteria.
Our process will screen for and seek to avoid investments in areas like Animal testing, Gambling, Intensive farming, Nuclear power, Pornography, Tobacco & Weaponry. In addition to this, we seek to exclude companies that support oppressive regimes or operate in a way that does not respect human rights issues.
Asset Allocation
As at 30 April 2021
Please click below to download all SRI/Ethical Portfolios Factsheets