LITERATURE LIBRARY
ADVISER SUPPORT
PORTFOLIO 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.
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IM LIFESTYLE
Base: Managed Blend
Control: Target Dated
Initial: 1.5%
Annual: 1% - 0.9%
Exit: None
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
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