Investment Model Portfolios for Adviser Firms

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GDIM Balanced Investment Model Portfolio Factsheet

This Investment Model Portfolio will generally use similar amounts of risk-weighted equity and non-equity instruments to achieve growth over the long term. It has experienced a moderately low level of volatility since its launch and should follow market movements to both the up- and down-side. We will typically use a mix of defensive assets such as Fixed Interest, Property and Alternatives and adventurous assets such as growth-focused equity on a domestic and global basis. It tends to combine the most effective elements from both the defensive and aggressive portfolios.

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

Description

This Investment Model Portfolio will generally use similar amounts of risk-weighted equity and non-equity instruments to achieve growth over the long term. It has experienced a moderately low level of volatility since its launch and should follow market movements to both the up- and down-side. We will typically use a mix of defensive assets such as Fixed Interest, Property and Alternatives and adventurous assets such as growth-focused equity on a domestic and global basis. It tends to combine the most effective elements from both the defensive and aggressive portfolios.

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