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Advisory & Discretionary Asset Management

Enquiry Line +44 (0) 127 300 5495

Available: 8:00am - 6:00pm (CET)

CORE MODEL PORTFOLIOS

Managed Multi-Asset Model Portfolios that have a combination of income and growth objectives.

Model Portfolios

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

"Our platform offers clients and their adviser’s 24-hour access and allows immediate consolidation of all client investments, plus real-time portfolio valuations, comprehensive analysis of investments, details of asset exposure and performance measurement."

ADDRESS

AXG Advice
Mocatta House
Trafalgar Place
Brighton
BN1 4DU
United Kingdom

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