ETF Portfolios

Our risk targeted investment portfolios bring together a number of exchange traded funds (ETF’s) encompassing a range of different asset groups to provide you with access to a fully diversified investment portfolio of low-cost tracker investment funds, which are specifically designed to reflect your attitude to investment risk. This means that you benefit from diversification across asset classes, different fund managers and low charges.

We will regularly rebalance the underlying portfolios to ensure that your investment continues to keep in line with your agreed tolerance to investment risk.

We report quarterly on the performance of the various model portfolios generally in January, April July and October.

ETF Cautious Portfolio
ETF Cautious to Moderate Portfolio
ETF Moderate Portfolio
ETF Moderate to Adventurous Portfolio
ETF Adventurous Portfolio