Investment Model Portfolios for Adviser Firms

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GDIM Target Return Investment Model Portfolio Factsheet

This Investment Model Portfolio operates on a low risk base and aims to produce a modest positive return over most time periods and across varying market conditions. It may be useful as a short-term home for cash or as a low-risk store for capital over the medium-term if capital preservation is key. It is likely to use a high degree of Fixed Interest, Alternatives and income-producing funds, as these have proved to be effective tools in volatility-lowering and often offer a high degree of protection.

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

Description

This Investment Model Portfolio operates on a low risk base and aims to produce a modest positive return over most time periods and across varying market conditions. It may be useful as a short-term home for cash or as a low-risk store for capital over the medium-term if capital preservation is key. It is likely to use a high degree of Fixed Interest, Alternatives and income-producing funds, as these have proved to be effective tools in volatility-lowering and often offer a high degree of protection.

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