Cautious

  • Fixed Income, Equity
  • Target Risk - 2% to 5%
  • Target Return - RPI
  • Fees - 0.35% + VAT
  • Blank

Cautious-Balanced

  • Equity, Fixed Income
  • Target Risk - 2% to 8%
  • Target Return - RPI + 1%
  • Fees - 0.35% + VAT
  • Blank

Balanced

  • Equity, Fixed Income
  • Target Risk - 5% to 10%
  • Target Return - RPI + 2%
  • Fees - 0.35% + VAT
  • Blank

Growth

  • Equity, Fixed Income
  • Target Risk - 10% to 15%
  • Target Return - RPI + 4%
  • Fees - 0.35% + VAT
  • Blank

These and other ETF Model Portfolios are currently available on Ascentric, Nucleus, Praemium, Standard Life & Transact.


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