The portfolios have been constructed by Rayner Spencer Mills to match the risk requirements of the four investment profiles. Each of the portfolios has a blended set of funds that fulfil the asset allocation goals as closely as possible and are based on a medium to long term view (3-5yrs).
It is intended that each portfolio will have a low level of turnover, under normal circumstances, illustrating our approach of combining different styles and processes concentrating on the longer term.
The funds in the portfolio are selected primarily because of their individual quality but also, and importantly, for their ability to work with other funds to deliver the required risk and return profile.
To find out how each portfolio has been constructed please read the blog here.
You can see the asset allocation used in each portfolio below.
- Partners of rplan
- My Account
- Costs and Charges
- General Information
- How to select funds
- Buy Process