AIPM Core Alpha
Designed to deliver
long-term growth
The spiral shell of one marine 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 innovative structure
Risk profiles 40 through 80 make use of our four fund structure. This consists of:
Growth Fund
The engine room of investment growth, this fund is weighted around 70% towards shares.
Global Equity Fund
A focussed fund holding around forty world class companies directly.
Cautious Alpha
Delivers steady returns without leaning too heavily on the rising stock market.
Defensive Fund
Keeps risk exposure under control and seeks to protect capital.
What it means for you
Our investment team select a wide range of investments and package them up inside our four fund structure. You'll have access to our same high quality thinking, no matter which platform you invest through. At the same time, our team has more flexibility in the investment decisions it can make.
Please note that AIPM Core Alpha 20, 90 and 100 invest in both our funds and other assets 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.
Diversified
We recognise that opportunity comes from within and across different asset classes.
13
number of asset classes in Core Alpha
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.
16+
countries represented in Core Alpha
number of countries represented in Core Alpha
Proactive
We believe that both active and passive funds have earned their place in our portfolios.
~ 70%
active management
active management
Risk profiles
A way of showing how much of your money is invested for growth versus held more defensively- the higher the number, the more it leans towards growth.
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.
AIPM Core Alpha 20, 90 and 100 are constructed in a different way.
Key Information
| Management Company | Asset Intelligence Portfolio Management Ltd |
| Domicile | United Kingdom |
| Launch date | November 2019 |
| 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
Domicile
United Kingdom
Launch Date
November 2019
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.
