Investment Model Portfolios for Adviser Firms

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GDIM Conservative Income Investment Model Portfolio

This Investment Model Portfolio is designed to give investors a regular yield from their assets, without having to sell down units to generate income. It will target a low level of risk but maintains the potential for growth over the long-term, but the majority of assets will contribute specifically to the distributable income it generates. It generally has a bias toward domestic equity and higher-yielding Fixed Interest. We will typically use a mix of defensive (Fixed Interest and Property funds) and adventurous (equity) assets.

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

Description

This Investment Model Portfolio is designed to give investors a regular yield from their assets, without having to sell down units to generate income. It will target a low level of risk but maintains the potential for growth over the long-term, but the majority of assets will contribute specifically to the distributable income it generates. This IMP generally has a bias toward domestic equity and higher-yielding Fixed Interest. We will typically use a mix of defensive (Fixed Interest and Property funds) and adventurous (equity) assets.

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