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SELF SELECT

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PRIVATECLIENTS

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OFF THE SHELF

FROM A RANGE OF READY BUILT PORTFOLIOS

Intelligent Money offers a wide  range of pre-defined portfolios ranging from index trackers to well researched individual shares covering global large caps and technology.

 

These are designed to enable you to build your own investment strategy, mixing, matching, changing and amending your holdings and approach as you see fit.

PH PORTFOLIOS

The PH Portfolios use active management, or stock selection, to identify companies the investment committee considers will outperform the markets.

 There are currently two PH Portfolios, one investing in global household names (PH Equity) and the other investing in technology (PH Technology)

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IM OPTIMUM

IM Optimum takes the 5 major component stages of IM LifeStyle and separates these into stand alone portfolios from which you can pick and choose.

 

This allows you to access the proven IM LifeStyle investment strategy, blending global index trackers 'best ideas' active stock selection, on a fixed risk/reward basis, rather than target dating.

IM INDEX

IM Index is a range index tracking portfolios, each having different exposure to equities and bonds.

Equities (company shares) can provide the strongest growth potential, whilst bonds (government and company loans) can reduce portfolio volatility. You can select your exposure.

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IM MONEY MARKETS

IM Money Markets is designed for investors who are looking for an alternative to holding cash balances whilst still providing a high street return on funds.

 

It achieves this by holding short dated Money Market products such as cash, term deposits, certificates of deposit, commercial paper, floating-rate notes, and short-dated government bonds.

FACTSHEETS

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IM LIFESTYLE

Base:       Managed Blend  

Control:   Target Dated

Initial:       1.5%

Annual:    1% - 0.9%

Exit:          None

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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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