AIPM Cautious Alpha
Designed to
beat inflation
The deer relies on instinct: ears turning before the eyes do, muscles loaded and ready, gone in the instant a threat becomes real.
Like the deer, Cautious Alpha stays alert rather than static. Diversified globally and managed proactively, its design aims to keep one step ahead of inflation's onward march.
One risk profile, six investment baskets
Rollover each of the six baskets to find out more.
What it means for you
Over time, the portfolio will be faced with a range of different market conditions. Each one of the baskets is designed to perform differently in a given market condition.
By blending a number of different types of investments together, we aim to reduce the overall volatility of the portfolio, while outpacing the steady erosion of inflation.
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. Cautious Alpha is no exception.
Global
Unrestrained by borders, we consider a wide range of investment opportunities from around the world. This includes domestic stocks, alongside equity from emerging markets and around the world.
Diversified
Our innovative basket approach builds protection by investing in a range of different assets.
No matter what's going on in markets, at least some portion of the portfolio is displaying resilience.
Proactive
We adapt the allocation of the baskets depending on current and incoming market conditions.
Key Information
| Management Company | Asset Intelligence Portfolio Management Ltd |
| Launch date | August 2022 |
| Fund Base Currency | GBP |
The value of investments can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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. If you are unsure whether an investment is suitable for you, you should seek independent financial advice.
Key information
Management Company
Asset Intelligence Portfolio Management Ltd
Launch Date
August 2022
Fund Base Currency
GBP
The value of investments can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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. If you are unsure whether an investment is suitable for you, you should seek independent financial advice.
