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Ingenious adds Strategic Income Model to platform range


Ingenious Asset Management has launched a Strategic Income Model Portfolio which will join the firm’s existing range of Platform Model Portfolios and will be managed by a team led by investment director, Bevan Blair.

The Strategic Income Model aims to produce an income of at least 4 per cent per annum over rolling five year periods, although in any one year this yield may fall slightly below this target. To achieve this aim, the fund manager will use a mixture of equity, bonds (both high yield and investment grade), property and alternatives. The model will typically hold a higher proportion of fixed income investments than a growth model to ensure income targets are met and to reduce risk.
Unlike the existing risk-based models the Strategic Income Model will not have a narrowly defined risk profile, since in order to achieve the income objective, it may be necessary to accept a lower or higher level of investment risk. It is however expected that the Strategic Income Model will have less than 60 per cent of the volatility of the Ingenious Adventurous Model over rolling five year periods. It will be restricted to a maximum equity weighting of 50 per cent.
The Strategic Income Model may be appropriate for a wide range of investors including private clients, ISAs, trusts, pensions, charities and companies and will be available on a broad range of platforms: Aegon, Ascentric, AXA Elevate, Fusion, Novia, Praemium, Nucleus, Transact and Seven Investment Management.
Craig Wright, Sales Director at Ingenious Asset Management, says: “We are very pleased to bring the Strategic Income Model Portfolio to our core IFA market. Our Platform Model Portfolios represent the fastest growing area of our business and have now reached over GBP160m AUM. Ingenious is always working with IFAs to develop investment products that meet their demand and we very much see this income-focused portfolio as a part of this process.”

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