Investment Model Portfolios for Adviser Firms

+44 (0) 1954 234383

TwitterTwitterLinkedIn

GDIM Aggressive Passive Investment Model Portfolio Factsheet

This Investment Model Portfolio brings together our most potent global ideas and the potential for growth is high. However, this opportunity comes with the associated risk of higher volatility which is evident in this portfolio. While it is proactively managed in terms of asset allocation, decided by the Investment Committee, the funds within  this portfolio tend to be less constrained than their active counterparts, and therefore can carry higher volatility.

Previous factsheets: July 2019 | April 2019 | January 2019 | October 2018 | July 2018 | April 2018January 2018

Description

This Investment Model Portfolio brings together our most potent global ideas and the potential for growth is high. However, this opportunity comes with the associated risk of higher volatility which is evident in this portfolio. While this IMP is proactively managed in terms of asset allocation, decided by the Investment Committee, the funds within  this portfolio tend to be less constrained than their active counterparts, and therefore can carry higher volatility.

 

You may also like…