Investment Model Portfolios for Adviser Firms

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GDIM Conservative Investment Model Portfolio Factsheet

This Investment Model portfolio will target a low level of risk but maintains the potential for growth over the long term. It has experienced a moderately low level of volatility since its launch and will follow market movements to some degree on both the up and down-side. We will typically use a core of defensive assets such as Fixed Interest, Property and Alternatives in it, but will complement these with low-risk and income-focused equity.

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

Description

This Investment Model portfolio will target a low level of risk but maintains the potential for growth over the long term. It has experienced a moderately low level of volatility since its launch and will follow market movements to some degree on both the up and down-side. We will typically use a core of defensive assets such as Fixed Interest, Property and Alternatives in it, but will complement these with low-risk and income-focused equity.

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