We run a series of 15 risk-adjusted Investment Model Portfolios (IMPs). Click on the name of the IMP for the latest Factsheet, with more information about performance, asset allocation, and commentary from Investment Manager Tom Sparke.
These portfolios use both active and passively managed funds to achieve high risk-adjusted return on a widely diversified asset base.
- GDIM Cautious
- GDIM Conservative
- GDIM Balanced
- GDIM Moderately Aggressive
- GDIM Aggressive
Use mainly passive equity and bond funds to achieve a high risk-adjusted return on a low-cost basis.
- GDIM Passive Cautious
- GDIM Passive Conservative
- GDIM Passive Balanced
- GDIM Passive Moderately Aggressive
- GDIM Passive Aggressive
Use both active and passively managed funds to achieve a consistent level of natural income. They are suitable for those clients who wish to take a regular income from their investments without cancelling units.
- GDIM Conservative Income
- GDIM Balanced Income
Where possible, we use ethically screened investment funds to avoid unethical companies and favour those which make a positive social impact.
- GDIM Ethical Cautious
- GDIM Ethical Conservative
- GDIM Ethical Balanced
- GDIM Ethical Moderately Aggressive
- GDIM Ethical Aggressive
Target Return Portfolio
This portfolio provides a Real Return using a highly diversified portfolio of low-risk assets.
- GDIM Target Return
This portfolio brings together our strongest conviction ideas for the long term (i.e. 10+ years).
- GDIM Thematic