CORE
Launched November 2018
Our core range offers a service to clients that aims to achieve long term investment goals by placing an emphasis on diversification, risk adjusted returns and defensive characteristics.
The range consists of nine actively managed risk-rated model portfolios that are constructed using circa 40 funds per portfolio. We invest across equities, bonds, property/infrastructure and cash, and use several funds within each asset class; a philosophy that’s tried and tested for over 15 years, and forms the template for our other investment ranges.
KEY FEATURES
- Current OCFs 0.34% – 0.58%
- Portfolio construction cap at 0.58% OCF*
- DFM charge of 0.2%
- Long term performance track record since 2008
- Very strong defensive characteristics
- Approximately 35 to 45 funds in each portfolio
- 4% maximum holding per active fund (excluding deposit and short dated bond funds)
- 8% maximum holding per passive fund
Click here to download a PDF overview