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OUR PORTFOLIOS

We offer advisers all three major investment styles, enabling you to pick the approach you feel most comfortable with for each client, or mix and match between approaches. These are available within our SIPPs/Pensions, ISAs and GIAs, wIthout additional platform fees, resulting in all inclusive costs from just 0.57% to 1% a year.

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IM LIFESTYLE

IM Lifestyle provides a blend of index tracking and active management (see below) designed to uplift market returns across your lifetime, throughout the growth, income and withdrawal phases.

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

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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 has a strong US bias for outright growth and IM OPTIMUM  has a strong UK bias for total returns, including dividends.

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.

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FACTSHEETS

IM LIFESTYLE

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IM LIFESTYLE

Base:       Managed Blend  

Control:   Target Dated

Initial:       1.5%

Annual:    1% - 0.9%

Exit:          None

Image by Milad Fakurian

PH PORTFOLIOS

Base:       Stocks 

Control:   Managed

Initial:       1.5%

Annual:    0.87% - 0.77%

Exit:          None

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IM OPTIMUM

Base:       Trackers   

Control:   Managed

Initial:       1.5%

Annual:    0.87% - 0.77%

Exit:          None

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IM INDEX

Base:       Trackers   

Control:   Passive

Initial:       1.5%

Annual:    0.57% - 0.47%

Exit:          None

AT A GLANCE

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