PORTFOLIOS

ADVISER SUPPORT

Pick from the three major investment styles to create the approach you feel most comfortable with for each client, or mix and match between approaches. P1 Investment Management provides a range of portfolios exclusively for Intelligent Money.

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.

Your clients are invested based upon how long they want to invest for and what they would like to do with their money at the end of the term, Their portfolios are then managed accordingly.

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).

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.