The iGuard Model Portfolio Service offers a range of seven actively managed, multi asset portfolios that are mapped to specific client risk profiles. To identify which risk profile your client falls into you should use the iGuard risk profiler. Once you have established the client’s risk profile the iGuard risk mapping matrix will illustrate which portfolios may be suitable. Below you will find the iGuard brochure, portfolio summaries and quarterly factsheets which you can provide to your client when recommending this service.
|iGuard Brochures and Portfolio Information|
|iGuard Portfolio Summaries|
|Key Features of the service|
|iGuard Investment Management Approach - a detailed report on the benefits of the service|
|iGuard Factsheets||Defensive||Cautious||Cautious +||Balanced||Balanced +||Aggressive||Aggressive +|
The average cost of the iGuard model portfolios is 1.73% pa which includes the platform charges and the discretionary management fee.
If you have any queries regarding the iGuard Model Portfolios, please contact our client services team on:
Email: [email protected]
Telephone: +44 (0)1534 765450
Our offices are open on business days between 8.30am – 5.30pm (GMT)
Note: This information is intended for Professional Advisers only and should not be relied upon by Retail Investors.