Investment Model Portfolios for Adviser Firms

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GDIM Moderately Aggressive Investment Model Portfolio

This Investment Model Portfolio carries a high degree of global market participation potential but is moderated by some of our lower-risk strategies. The potential for gains is large, but this opportunity comes with the associated risk of relatively higher volatility and this has been evident. Generally, it will be dominated by equity-based investments which are adventurous in nature and cover a wide geographical range including Asia and Emerging Markets. These are diversified by using lower-risk strategies such as Fixed Interest, Property and Alternatives.

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

Description

This Investment Model Portfolio carries a high degree of global market participation potential but is moderated by some of our lower-risk strategies. The potential for gains is large, but this opportunity comes with the associated risk of relatively higher volatility and this has been evident. Generally, it will be dominated by equity-based investments which are adventurous in nature and cover a wide geographical range including Asia and Emerging Markets. These are diversified by using lower-risk strategies such as Fixed Interest, Property and Alternatives.

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