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LIFETIME PORTFOLIO

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The objective of AB Lifetime is to provide the returns associated with a growth focused multi-asset portfolio in the medium to long term, while also smoothing equity returns to mitigate sequence risk.

Alpha Beta Partners, Whole Money and leading academics from City Business school have collaborated to develop a unique approach to tackling sequence risk and providing smoother longterm investment returns. Alpha Beta Partners act as the Investment Manager while Whole Money Limited look after the investment research and product development business and are IP owner.

Access our discretionary model portfolios through the following platforms:
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AB LIFETIME PORTFOLIO

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Asset Allocation

As at 30 November 2024

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