Hybrid is range of five risk-managed portfolios each with different levels of potential risk and reward. Invested regionally, they select from the 'Whole of Market' passive and the 'Whole of Market' active investment instruments. They use a long-term strategic asset allocation and a wide range of asset classes. The active tactical asset overlay aims to boost investment returns relative to the strategic asset allocation.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.
Hybrid is a range of five risk-managed portfolios invested in a blend of active and passive funds:
We've worked with a number of risk profiling companies to assess our Hybrid range. Take a look at the reports to find out more.
The Hybrid range can be accessed through the following platform providers:
A range of six actively managed multi-asset portfolios with ESG objectives.
A range of five risk-managed portfolios, predominately invested in passive funds.
Portfolios tailored to the adviser's key client segment and advice process.
Our library of support material gives you easy access to a suite of helpful items including fact sheets, guides, risk mapping, performance and investment outlooks.
Our model portfolio service can help advisers provide their clients with a cost effective way to invest while benefiting from active management, diversification and a wide range of ESG outcomes.