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LITERATURE LIBRARY

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Multi-Storey Library

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.

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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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White Crosses

IM OPTIMUM

Base:       Trackers   

Control:   Managed

Initial:       1.5%

Annual:    0.87% - 0.77%

Exit:          None

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Abstract Background

IM INDEX

Base:       Trackers   

Control:   Passive

Initial:       1.5%

Annual:    0.57% - 0.47%

Exit:          None

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AT A GLANCE

© 2024 Quai Administration Ltd.

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Quai Administration Services Limited is a company registered in England and Wales at 16 Tesla Court, Innovation Way, Peterborough PE2 6FL (Number: 7584959).  Intelligent Money is a trading style of Quai Investment Services Ltd. Quai Investment Services  Limited, a wholly owned subsidiary of Quai Administration Services Limited, is registered in England and Wales (Number: 9919243 ), and authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 922590). Intelligent Money Trustees Limited, a wholly owned subsidiary of Quai Administration Services Limited is registered in England and Wales  (Number: 09690188)

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