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ABN Amro uses its discretion

ABN Amro Asset Management is introducing its Managed Portfolio Service to the IFA market.


The service offers investors the choice of three investment strategies, growth, balanced or income to suit the individuals needs. Each strategy is managed on a discretionary basis using authorised collective investments, investment trusts and gilts and the client receives a twice yearly report on their portfolio&#39s performance.


The investment strategy of the three portfolios will each be based on the benchmark of the equivalent WM Private Client performance indicator. Each of the portfolios will consist of both actively and passively managed funds, such as Jupiter&#39s Income and HSBC&#39s Footsie funds but could also include ABN Amro funds. Each portfolio will also have some exposure to international markets.


The philosophy behind this investment strategy is ABN Amro&#39s belief that by using passively managed tracker/index funds as the core for each portfolio, it will lower both charges and volatility, while adding stability to the service as a whole. This passive underpinning, in turn, allows ABN Amro greater freedom in its choice of actively managed funds.

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ABN Amro uses its discretion

PORTFOLIO MANAGEMENTABN Amro Asset ManagementMANAGED PORTFOLIO SERVICEAim: To provide investors with the choice of growth, balanced or income through a discretionary portfolio management service.Minimum investment: £25,000.Investment split: Equities – (UK – growth 55 per cent, balanced 50 per cent, income 46 per cent. North America – growth 6 per cent, balanced 4 per cent, income […]

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