Selecting individual securities or funds with the aim of outperforming a market benchmark, relying on manager judgement, research, and conviction to identify mispriced opportunities.
AIPM Core Alpha
Designed to deliver
long-term growth
The spiral shell of this animal is one of nature's cleanest illustrations of compounding. Deep in the ocean, its chambers are built with care; each one larger than the last but true to the same blueprint.
Core Alpha is built for investors who seek growth but understand that it takes time. This range is global in reach, diversified by design and proactive in its pursuit of long-term opportunity.
Our unitised structure
Our Core Alpha range makes use of our innovative four fund structure. This consists of:
A mixed-asset strategy with a typical allocation of 70% to funds investing in shares
A global stock portfolio with exposure primarily through direct equities.
Our unique lower-volatility offering.
A mixed-asset strategy with a typical allocation of 25% to funds investing in equities.
Advantages for you and your clients
There's plenty to talk about. Unitisation gives us full control over settlement, we can draw on the fullest possible fund universe instead of a single platform's list and portfolios stay identical wherever held.
Please note that, in addition to these four funds, AIPM Core Alpha 20, 90 and 100 also invest in a range of securities directly on the platform.
Our principles in action
We’ve lived and breathed investment research since 2009. Since then, we’ve shaped our investment strategies through enduring truths about how markets tick. Core Alpha is no exception.
Global
We scour the world for the full breadth of investment opportunities. In fact, Core Alpha contains stocks from 16+ countries at any one moment. *
Diversified
We recognise that opportunity comes from within and across different asset classes.
Proactive
We believe that both active and passive funds have earned their place in our portfolios. Each Core Alpha model contains a blended approach.
Risk profiles
This range of portfolios is available at eight different risk levels.
A sliding scale
The proportion of each of the four building blocks changes depending on the risk level of the given portfolio.
In addition to these four funds, AIPM Core Alpha 20, 90 and 100 also invest in a range of securities directly on the platform.
Key Information
| Management Company | Asset Intelligence Portfolio Management Ltd |
| Domicile | United Kingdom |
| Launch date | November 2019 |
| Base currency | GBP |
The information on this website is provided for general informational purposes only and does not constitute personal financial advice. It should not be relied upon as the basis for any investment decision.
The value of investments can fall as well as rise. Investors may get back less than they originally invested. Past performance is not a reliable indicator of future results.
Key information
Management Company
Asset Intelligence Portfolio Management Ltd
Domicile
United Kingdom
Launch Date
November 2019
Base Currency
GBP
The information on this website is provided for general informational purposes only and does not constitute personal financial advice. It should not be relied upon as the basis for any investment decision.
The value of investments can fall as well as rise. Investors may get back less than they originally invested. Past performance is not a reliable indicator of future results.
