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.
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There are currently two PH Portfolios, one investing in global household names (PH Equity) and the other investing in technology (PH Technology)
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 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
IM LIFESTYLE
Base: Managed Blend
Control: Target Dated
Initial: 1.5%
Annual: 1% - 0.9%
Exit: None
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
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