Publication Types

Model Portfolio

A model portfolio will provide you with a combination of managed investments that are professionally researched and which use the process of blending various asset classes, investment managers, and investment styles to achieve diversification. It is developed to suit a range of different investment profiles to help match your portfolio to your needs and objectives. It is compiled and maintained by a full-time professional research department.

  • Typically, financial advisors or investment managers offer a variety of portfolios to correspond with your financial goals and objectives. 
  • Model portfolios allow investors to use simple and effective investment methods that require minimal management effort.
  • The aim of the model portfolio is to allow you to access professionally researched and monitored investment portfolios.