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
SRI / ETHICAL RANGE
Access our discretionary model portfolios through the following platforms:
AB SRI DEFENSIVE PORTFOLIOS
The AB 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 in line with a Alpha Beta Risk Profile of 3 - 5.
The AB SRI Defensive Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.
Asset Allocation
As at 31 March 2025
AB SRI BALANCED INCOME PORTFOLIOS
The AB 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.
The AB SRI Balanced Income Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.
As at 31 March 2025
Asset Allocation
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.
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The AB SRI Balanced Growth Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.
Asset Allocation
As at 31 March 2025
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.
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The AB SRI Adventurous Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.
As at 28 February 2025
Asset Allocation
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, Adult entertainment, 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 31 March 2025
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, Adult entertainment, 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.
As at 31 March 2025