FOR PROFESSIONAL ADVISERS ONLY

Governed range factsheets

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Governed Portfolios

Factsheets

NameRisk categoryTime period
Governed Portfolio 1 Cautious Long
Governed Portfolio 2 Cautious Medium
Governed Portfolio 3 Cautious / Moderately Cautious Short
Governed Portfolio 4 Moderately Cautious / Balanced Long
Governed Portfolio 5 Moderately Cautious / Balanced / Moderately Adventurous Medium
Governed Portfolio 6 Balanced / Moderately Adventurous Short
Governed Portfolio 7 Moderately Adventurous / Adventurous Long
Governed Portfolio 8 Adventurous Medium
Governed Portfolio 9 Adventurous Short

Performance

Governed Portfolio performance - PDF download.

Review documents

Download Governed Portfolio review documents for use in your client reports.

Governed Retirement Income Portfolios

Factsheets

NameRisk category
GRIP 1 1 Lowest risk
GRIP 2  
GRIP 3  
GRIP 4  
GRIP 5 5 Highest risk

Lifestyle Strategies

Maximum Pension Pot factsheets

NameManagement style (Equity portion)Risk category
Adventurous Lifestyle Strategy Active Adventurous
Adventurous Active Lifestyle Strategy Active Adventurous
Adventurous Tracker Lifestyle Strategy Tracker Adventurous
Moderately Adventurous Lifestyle Strategy Active Moderately Adventurous
Moderately Adventurous Active Lifestyle Strategy Active Moderately Adventurous
Moderately Adventurous Tracker Lifestyle Strategy Tracker Moderately Adventurous
Balanced Lifestyle Strategy Active Balanced
Balanced Active Lifestyle Strategy Active Balanced
Balanced Tracker Lifestyle Strategy Tracker Balanced
Moderately Cautious Lifestyle Strategy Active Moderately Cautious
Moderately Cautious Active Lifestyle Strategy Active Moderately Cautious
Moderately Cautious Tracker Lifestyle Strategy Tracker Moderately Cautious
Cautious Lifestyle Strategy Active Cautious
Cautious Active Lifestyle Strategy Active Cautious
Cautious Tracker Lifestyle Strategy Tracker Cautious
Managed Lifestyle Strategy Active Balanced

Maximum Retirement Income factsheets

NameManagement style (Equity portion)Risk category
Adventurous Lifestyle Strategy (Pension & Cash) Active Adventurous
Adventurous Active Lifestyle Strategy (Pension & Cash) Active Adventurous
Adventurous Tracker Lifestyle Strategy (Pension & Cash) Tracker Adventurous
Moderately Adventurous Lifestyle Strategy (Pension & Cash) Active Moderately Adventurous
Moderately Adventurous Active Lifestyle Strategy (Pension & Cash) Active Moderately Adventurous
Moderately Adventurous Tracker Lifestyle Strategy (Pension & Cash) Tracker Moderately Adventurous
Balanced Lifestyle Strategy (Pension & Cash) Active Balanced
Balanced Active Lifestyle Strategy (Pension & Cash) Active Balanced
Balanced Tracker Lifestyle Strategy (Pension & Cash) Tracker Balanced
Moderately Cautious Lifestyle Strategy (Pension & Cash) Active Moderately Cautious
Moderately Cautious Active Lifestyle Strategy (Pension & Cash) Active Moderately Cautious
Moderately Cautious Tracker Lifestyle Strategy (Pension & Cash) Tracker Moderately Cautious
Cautious Lifestyle Strategy (Pension & Cash) Active Cautious
Cautious Active Lifestyle Strategy (Pension & Cash) Active Cautious
Cautious Tracker Lifestyle Strategy (Pension & Cash) Tracker Cautious
Last updated: 22 Nov 2014