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CORE RANGE

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The portfolios aim to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

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Asset Allocation

AB1 CORE

As at 30 June 2024

Asset Allocation
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AB2 CORE

Cash 2%

As at 30 June 2024

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Asset Allocation

AB3 CORE

Cash 2%

As at 30 June 2024

AB4 CORE

Asset Allocation
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As at 30 June 2024

 AB5 CORE

As at 30 June 2024

Asset Allocation
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AB6 CORE

As at 30 June 2024

Asset Allocation
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HISTORICAL FACTSHEETS FOR THIS RANGE/PORTFOLIO ARE AVAILABLE ON REQUEST

PLEASE CLICK BELOW TO DOWNLOAD ALL CORE PORTFOLIOS FACTSHEETS

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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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