Our threeportfolio ranges are designed to help your clients achieve a variety of their goals.
- A competitive charging structure that’s easy to explain to your clients
- The reassurance of an established track record
- Robust governance framework designed around helping to deliver good customer outcomes
- Independently risk-rated by a number of market leading risk profiling companies to help you choose the right options for your client's needs
- Environmental, social and governance (ESG) considerations built into our Multi Asset Portfolio Funds.
We believe asset allocation has the biggest impact on long-term performance. Our investments focus on long term strategic asset allocation.Our experienced asset allocation team monitor, review and manage asset allocation, with the goal of ensuring our funds continue to meet their objectives and aims.
Our multi-asset portfolios can be used in any combination of investment options within Retirement Account, meaning they are versatile for a wide range of clients and their retirement needs.
OurGuide to Multi-Asset Portfolios(PDF, 455KB) gives an overview of the fund ranges and independent risk ratings. This guide also provides links to individual fund Factsheets.To support your clientconversations, our ClientGuide(PDF, 592KB) helps your clientsunderstand our multi-assetportfolios.
