Investment Model Portfolios for Adviser Firms

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GDIM Moderately Aggressive Passive Investment Model Portfolio Factsheet

This Investment Model Portfolio carries a high degree of global market participation potential but is moderated by some of our lower-risk strategies. However, this opportunity comes with the associated risk of higher volatility which is evident in this portfolio. While it 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 2019January 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. However, this opportunity comes with the associated risk of higher volatility which is evident in this portfolio. 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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