Updated threesixty tactical growth model portfolios
The threesixty tactical growth model portfolios have received their quarterly review and changes have been made to portfolios three, four, and five. No changes have been made to portfolio one or two.
Tactical growth update
Margetts have conducted their quarterly review of the threesixty tactical growth model portfolios and there have been tactical asset allocation changes affecting portfolios four and five. There have been fund changes affecting portfolios three, four and five.
The updated factsheets valid from 22 February 2019 to 21 May 2019 are available on the website via the links below and through the investor profiler tool. Although there have been tactical asset allocation changes the strategic asset allocation remains the same so there are no changes to the FinaMetrica mapping.
The quarterly commentary from Margetts 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 tactical growth model portfolios, Fidelity European has 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 research team as above. There is also an investor profiler and model portfolio demonstration video available here. |