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LITERATURE LIBRARY

Multi-Storey Library

All of out literature, including Key Features, Terms & Conditions, Key Investor Information Documents (KIIDs) and Portfolios Factsheets can be found here and downloaded for your retention.

PORTFOLIO FACTSHEETS

IM LIFESTYLE

 
Please note that IM Lifestyle is one investment strategy where the holdings in your portfolio will be unique to your current age and time for investment. We show two different factsheets here as some people will want to take an income (either now of in the future) and others will want to withdraw a lump sum (without taking income). Which ever option you decide to go for the portfolio data will remain the same right up until this point.
Geometeric Graph

IM LIFESTYLE

Base:       Managed Blend  

Control:   Target Dated

Initial:       1.5%

Annual:    1% - 0.9%

Exit:          None

Image by Milad Fakurian

PH PORTFOLIOS

Base:       Stocks 

Control:   Managed

Initial:       1.5%

Annual:    0.87% - 0.77%

Exit:          None

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IM OPTIMUM

Base:       Trackers   

Control:   Managed

Initial:       1.5%

Annual:    0.87% - 0.77%

Exit:          None

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IM INDEX

Base:       Trackers   

Control:   Passive

Initial:       1.5%

Annual:    0.57% - 0.47%

Exit:          None

AT A GLANCE

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