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LIFETIME PORTFOLIO

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AB LIFETIME PORTFOLIO

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.

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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.

Asset Allocation

As at 31 May 2024

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© 2024 Alpha Beta Partners. All Rights Reserved.

 

Alpha Beta Partners is a trading name of AB Investment Solutions Limited. AB Investment Solutions is a Limited company registered in England and Wales no. 09138865 having its registered office at Northgate House, Upper Borough Walls, Bath BA1 1RG. AB Investment Solutions Limited is authorised and regulated by the Financial Conduct Authority FRN 705062.

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Alpha Beta Partners Limited is the parent company of AB Investment Solutions Limited registered in England and Wales no.10963905 having its registered office at Northgate House, Upper Borough Walls, Bath BA1 1RG. 

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