SELF SELECT

OFF THE SHELF

CREATE YOUR OWN PORTFOLIO

Intelligent Money provides a wide range of investment options, from index trackers to portfolios of well researched individual shares covering different sectors, from global large caps to technology and special opportunities.

You can mix and match between these to create your own ideal investment strategy, changing and amending your holdings and approach as you see fit. Alternatively, IM Lifestyle does all of this for you.

PH PORTFOLIOS

Active management, or stock selection, is when an investment manager researches and selects stocks they consider will outperform the markets.

Intelligent Money offers a range of actively managed portfolios covering global household names (PH EQUITY), technology (PH TECHNOLOGY) and undervalued companies (PH OPPORTUNITIES).

PH Portfolios KIIDs

IM TRACKERS

Index Trackers are a simple and low cost way to track stockmarkets and other asset classes. If there is a market index, there will be a tracker replicating it

Intelligent Money offers two approaches to global index tracking. IM INDEX is weighted inline with global markets (so a strong US exposure) and IM OPTIMUM is managed with a stronger UK focus.

IM Index KIIDs

IM Optimum KIIDs

IM MONEY MARKETS

IM Money Markets is designed for investors who are looking for an alternative to holding cash balances whilst still providing a high street return on funds.

It achieves this by holding short dated Money Market products such as cash, term deposits, certificates of deposit, commercial paper, floating-rate notes, and short-dated government bonds.

IM Money Markets KIIDs

IM LIFESTYLE

Alternatively, IM Lifestyle provides a blend of all of the above, ready mixed for you in the right proportions at all times to uplift market returns and defend from downturns across your lifetime.

Just let us know how long you want to invest for and what you would like to do with your money and Intelligent Money will build and manage your portfolio(s) for you.

IM Lifestyle KIIDs

FACTSHEETS

IM LIFESTYLE

Please note that IM Lifestyle is one investment strategy where the holdings in your portfolio will be unique to your current age and time for investment. We show two different factsheets here as some people will want to take an income (either now of in the future) and others will want to withdraw a lump sum (without taking income). Which ever option you decide to go for the portfolio data will remain the same right up until this point.

GROWTH FOR INCOME

GROWTH FOR WITHDRAWAL