Investment Model Portfolios for Adviser Firms

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GDIM Conservative Passive 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. 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 2019 | April 2019 | January 2019October 2018 | July 2018April 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. 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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