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Model Portfolio Service

MODEL PORTFOLIOS CATERING FOR SPECIFIC LEVELS OF RISK

Tavistock Wealth Limited offer a range of Model Portfolios on THE PLATFORM, catering for an individual client’s specific Attitude To Risk (ATR). These range from risk level 3 (lowest risk) to risk level 8 (highest risk) and are available via Active, Passive and SRI Model Portfolios.

Abacus Active Profiles

Abacus Active Profile 3 – DFM will be actively managed, on a low risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus Active Profile 4 – DFM will be actively managed, on a lowest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus Active Profile 5 – DFM will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus Active Profile 6 – DFM will be actively managed, on a high medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

Abacus Active Profile 7 – DFM will be actively managed, on a highest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

Abacus Active Profile 8 – DFM will be actively managed, on a high risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

Abacus PASSIVE Profiles

Abacus Passive Profile 3 – DFM will be actively managed, on a low risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus Passive Profile 4 – DFM will be actively managed, on a lowest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus Passive Profile 5 – DFM will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus Passive Profile 6 – DFM will be actively managed, on a high medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

Abacus Passive Profile 7 – DFM will be actively managed, on a highest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

Abacus Passive Profile 8 – DFM will be actively managed, on a high risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

Abacus SRI Profiles

Abacus SRI Profile 3 – DFM will be actively managed, on a low risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus SRI Profile 4 – DFM will be actively managed, on a lowest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus SRI Profile 5 – DFM will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Abacus SRI Profile 6 – DFM will be actively managed, on a high medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

Abacus SRI Profile 7 – DFM will be actively managed, on a highest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

 

“Risk comes from not knowing what you’re doing”

Warren Buffet

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