SIPP Model Portfolios
Taking advantage of this SIPP puts you firmly in control of your investments and gives you the ability to make your own investment decisions.
Our Investment Committee has researched the market and put together four model portfolios that may help you to make your investment decisions. The actual fund choices you make should be consistent with your attitude to risk in addition to the term to your retirement.
Features common to all portfolios:
- All four portfolios comprise of nine or ten funds (excluding Cash exposure).
- All four portfolios have exposure to a minimum of three of the four main recognised asset classes.
- Maximum exposure to any one fund is 15% (excluding Cash).
- Maximum exposure to any one fund management group is 20%.
View the details of each model portfolio:
