Advisory & Discretionary Asset Management
CORE MODEL PORTFOLIOS
Managed Multi-Asset Model Portfolios that have a combination of income and growth objectives.
These are a range of versatile Managed Multi-Asset Model Portfolios that have a combination of income and growth objectives — built with the appropriate volatility ranges and investment horizons.
Each model portfolio comes with a choice of risk-graded options ranging from defensive lower-risk strategies to a more balanced investment approach, as well as a more adventurous portfolio with higher-risk weightings.
Adventurous Core Portfolio
Objective: Outperform RPI UK + 4.5% over the medium to long term
Our objective is to outperform RPI UK + 4.5% over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error. To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
Typical asset allocation
Growth Core
Portfolio
Objective: Outperform RPI UK + 4% over the medium to long term
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, physically invested and with a low tracking error. To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
Typical asset allocation
Balanced Growth Core Portfolio
Objective: Outperform RPI UK +3% over the medium to long term
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, physically invested and with a low tracking error. To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
Typical asset allocation
Balanced Core Portfolio
Objective: Outperform RPI UK +2% over the medium to long term
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, physically invested and with a low tracking error. To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
Typical asset allocation
Cautious Balanced Core Portfolio
Objective: Outperform RPI UK +1% over the medium to long term
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, physically invested and with a low tracking error. To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
Typical asset allocation
Cautious Core
Portfolio
Objective: Outperform RPI UK over the medium to long term
Our objective is to outperform RPI UK over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error. To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
Typical asset allocation
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BN1 4DU
United Kingdom
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