Updated threesixty outcome focused model portfolios
The threesixty outcome focused model portfolios have received their quarterly review and changes have been made to the Capital Preservation portfolio and Income 1 and 2 portfolios. No changes have been made to Inflation Protection and Income 3.
Outcome focused update
Square Mile have conducted their quarterly review of the threesixty outcome focused model portfolios. There has been an asset allocation and fund change affecting the Capital Preservation portfolio and a fund change in Income 1 and 2 portfolios.
The updated factsheets valid from 1 March 2019 to 28 May 2019 are available on the website via the links below and through the investor profiler tool.
The quarterly commentary from Square Mile is also available below.
For users of Standard Life Wrap, the models have been updated on the system.
Funds added to threesixty fund research
Following the review of the threesixty outcome focused model portfolios, no new funds have been added to threesixty’s Unit Trust & OEIC research. Funds removed from the portfolios will be reviewed at the next quarterly review.
If you have any questions or feedback please contact the threesixty research team directly at firstname.lastname@example.org or by calling the main office number 03707 360360.
|Please note, the investor profiler and model portfolio services are accessed by licence only for an additional fee of £30pm + VAT. If you are unable to access these pages and would like further information please contact the reserach team as above. There is also an investor profiler and model portfolio demonstration video available here. |