Investment Solutions
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Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
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Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
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OUR PROPOSITION
Asset Allocation
OUR PROPOSITION
At its core, Alpha Beta Partners possesses a range of skills and competences which deliver a broad and modular proposition across the asset management waterfront. We work together with advisers to create an agreed proposition – leaving you in control whilst enhancing customer outcomes.
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Investment Solutions:
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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 and thematic views.
We believe that companies that act responsibly towards the environment, social issues, corporate governance, and who have a sustainable business model, are well positioned to add value for shareholders. Our process seeks to identify collective investments which invest in robust businesses with attractive valuations, whilst also building a more stable, resilient and prosperous economy.
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Both our Socially Responsible Investing & our Ethical Investing services offer clients a selection of multi-asset model portfolios along the risk spectrum.
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 for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic and thematic views.
The portfolio’s investment objective is to offer a low-risk, liquid, and yield-driven solution by investing in sterling-denominated money market and fixed income instruments. The portfolio comprises, through Collective Investment Schemes, short duration Investment quality credit, short-dated Government bonds issued by UK and other developed market governments and money market instruments, such as overnight deposits.
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The AB Defensive Income portfolio is the lowest risk portfolio offered by Alpha Beta Partners but is not entirely risk-free.
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 for the core and active funds for the satellite positions.
The AB Sustainable range invests a minimum core of 80% in funds that are sustainable and contribute positively to either the environment or society, and that provide solutions to global issues. The sustainable models are aligned to the core model’s risk first asset allocation, utilising both thoroughly researched active and passive instruments, whilst remaining a cost-effective solution to responsible investing.
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 for the core and active funds for the satellite positions.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
The portfolio’s investment objective is to achieve a combination of moderate income yield and capital appreciation by deploying globally focused multi asset strategy. The portfolio will gain this exposure through collective investment schemes and ETFs where required.
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.
Deploying our trademark and highly accredited forward looking global Dynamic Asset Allocation, the AB Global Macro portfolio combines discretionary and systematic approaches, as well as fundamental and technical analysis, to create a unique forward looking investment approach that is not bound by minimum or maximum allocations to any one asset class – including cash and Money Market strategies.
