Investment Model Portfolios for Adviser Firms

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Our Investment Philosophy

Our investment philosophy is built around understanding that all clients have different needs, and different approaches to risk.

Our Cautious, Conservative and Balanced risk Investment Model Portfolios all rely heavily on maintaining a balance between the assessment for potential returns as well as the level of risk an investment brings to the portfolio. We strive to achieve the greatest return possible for the lowest risk endured. The portfolios have typically contained a lower level of equity than our peers, and the market, and have experienced a reduced degree of volatility as a result.

Our Moderately Aggressive and Aggressive risk portfolios run with a higher level of equity risk which, though still rigorously assessed, have a more adventurous approach in order to attain the best potential returns.

Risk Adjusted Returns

Performance of GDIM Whole-of-Market Investment Model Portfolios over 5 years to 31st December 2017

GDIM Risk Adjusted Returns 5 Year PerformancePerformance does not reflect trading in actual accounts (and is therefore gross of all management fees except fund charges) and is provided for information purposes to indicate historical performance on a Bid-to-Bid basis.

Past performance should not be seen as a guide to future returns. Returns from investments of this type are not guaranteed. Capital can fall as well as rise
and you may not get back the full amount invested. Data provided by Financial Express 2018.

Dynamic Asset Allocation

We actively manage the assets held in each of our Investment Model Portfolios to achieve optimal performance for each risk level. Our Investment Team is constantly monitoring the markets, and making adjustments to add or remove risk from portfolios as appropriate. To give a little insight into our process, you can see some of the key changes we made to the GDIM Balanced portfolio over the last 5 years.

GDIM Balanced Investment Model Portfolio – 5 Year Performance

GDIM Dynamic Asset Allocation for Balanced Investment Model PortfolioThese figures are representative of an Investment Model Portfolio initialised on 17th April 2009 and rebalanced whenever changes were recommended. Performance does not reflect trading in actual accounts (and is therefore gross of all management fees except fund charges) and is provided for information purposes to indicate historical performance on a Bid-to-Bid basis. Past performance should not be seen as a guide to future returns. Returns from this type of investment are not guaranteed. Capital can fall as well as rise. Data provided by Financial Express 2018.