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PRIVATE CLIENTS

SELF SELECT

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OFF THE SHELF

FROM THE P1 IM PORTFOLIOS

In addition to IM LifeStyle, P1 Investments  provides a wide  range of portfolios with IM Private Clients acting as a consultant adviser. These range from index trackers to portfolios of well researched individual shares covering global large caps and technology.

 

You can mix and match between these to create your own ideal investment strategy, changing and amending your holdings and approach as you see fit. Alternatively, IM Lifestyle can do all of this for you.

PH PORTFOLIOS

Active management, or stock selection, is when an investment manager researches and selects stocks they consider will outperform the markets.

 Intelligent Money offers a range of actively managed portfolios covering global household names (PH EQUITY), technology (PH TECHNOLOGY) and undervalued companies (PH OPPORTUNITIES).

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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

Index Trackers are a simple and low cost way to track stockmarkets and other asset classes. If there is a market index, there will be a tracker replicating it

 

Intelligent Money offers two approaches to global index tracking. IM INDEX is weighted inline with global markets (so a strong US exposure) and IM OPTIMUM  is managed with a stronger UK focus.

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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

ALL FACTSHEET AND KIIDs ARE PROVIDED BY P1 INVESTMENTS
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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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