Risk Profiled Portfolios
The Risk Profiled Model Portfolio Service offers clients a selection of multi-asset model portfolios along the risk spectrum.
By blending active and passive collective investment strategies, and employing our rating and risk profiling systems, we believe we have fashioned an efficient service for clients wishing to have a more risk-focused proposition at their disposal.
Our model portfolios share common ground in their makeup, with differences originating mainly from the objective of delivering a return with varying degrees of risk tolerance.
Defensive Model Portfolio
The Defensive Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 0-35% and in line with a MitonOptimal risk profile of 2-4.
Cautious Model Portfolio
The Cautious Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 20%-60% and in line with a MitonOptimal risk profile of 3-5.
Balanced Income Model Portfolio
The Balanced Income Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40%-85% and in line with a MitonOptimal risk profile of 5-7.
Balanced Growth Model Portfolio
The Balanced Growth Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40%-85% and in line with a MitonOptimal risk profile of 5-7.
Growth Model Portfolio
The Growth Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating/risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 70%-100% and in line with a MitonOptimal risk profile of 7-10.
How to Invest
For further information about how to invest in our Risk Profiled Model Portfolios, click on the button below or contact us directly.
