Investment Model Portfolios for Adviser Firms

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GDIM Cautious Passive 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. 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.

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

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