WEALTH & RETIREMENT
Tailored Investment Portfolios: Low to High Risk Strategies
Lower Risk Fixed Income (B1)
Objective: Targets a competitive level of income yield, whilst limiting drawdowns, targeting a time horizon of three to five years.
Designed for those with a low appetite for risk.
The Balanced Fixed Income (B2)
Objective: Targets a competitive level of income yield, targeting a time horizon of three to five years.
Designed for those with a low to medium appetite for risk.
Higher Yield Fixed Income (B3)
Objective: Targets a competitive high level of income yield, targeting a time horizon of at least five years.
Designed for those with a medium appetite for risk.
Multi-Asset Cautious (DD1)
Objective: Aims to deliver a combination of income and long-term capital growth, targeting a time horizon of three to five years.
Designed for those with a low appetite for risk.
Multi-Asset Moderate (DD2)
Objective: Aims to deliver a combination of income and long-term capital growth, targeting a time horizon of three to five years.
Designed for those with a low to medium appetite for risk.
Multi-Asset Balanced (DD3)
Objective: Aims to deliver a combination of income and long-term capital growth, targeting a time horizon of at least five years.
Designed for those with a medium appetite for risk.
Multi-Asset Growth (DD4)
Objective: Aims to deliver a combination of income and long-term capital growth, targeting a time horizon of at least five years.
Designed for those with a medium to high appetite for risk.
Multi-Asset Adventurous (DD5)
Objective: Aims to deliver a combination of income and long-term capital growth, targeting a time horizon of at least five years.
Designed for those with a high appetite for risk.
Equity Income (E1)
Objective: Aims to deliver a combination of income and long-term capital growth.
Designed for those with a high appetite for risk.
Equity Blend (E3)
Objective: Aims to deliver a combination of income and long-term capital growth.
Designed for those with a high appetite for risk.
Multi-Asset High Yield (MAHY)
Objective: Aims to deliver a combination of income and long-term capital growth, targeting a time horizon of at least five years.
Designed for those with a medium appetite for risk.