Investment Model Portfolios for Adviser Firms

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GDIM Cautious Investment Model Portfolio Factsheet

This Investment Model Portfolio is designed with capital preservation at its heart, but is built to also achieve modest growth over the long term. Since its inception, it has experienced a very low level of volatility and will usually have a muted reaction to market fluctuations. We use a large proportion of more defensive assets in this IMP; typically across Fixed Interest, Property, Alternatives and income-focused equity.

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

Description

This Investment Model Portfolio is designed with capital preservation at its heart, but is built to also achieve modest growth over the long term. Since its inception, it has experienced a very low level of volatility and will usually have a muted reaction to market fluctuations. We use a large proportion of more defensive assets in it; typically across Fixed Interest, Property, Alternatives and income-focused equity.

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