The Monthly Income Portfolios blend a range of investment opportunities to meet the different income and growth needs of your clients, while adhering to their risk-targeted framework.
Active core approach
The portfolios are actively managed, with a core of active investments that form the heart of the portfolios. Passive strategies are used around them to complement the core holdings and smart beta strategies allow us to tailor exposure to factors or styles in a cost-efficient way.
Having a broad investment toolkit, including active managers, smart beta strategies, and traditional index trackers, provides us with the flexibility to tilt the portfolios towards the best opportunities available.
Smart beta strategies allow investors to gain passive exposure to specific investment strategies or styles.
There are a number of smart beta strategies that track a subset of specific dividend stocks, and these can provide investors with an additional tool to capture the income or style exposure they require.
Dynamic asset allocation
To help navigate changing market conditions, we employ a dynamic investment approach, actively investing in a broad range of asset classes depending on the market environment and opportunity set.
This pragmatic approach allows us to take advantage of the best income and total return opportunities, whilst ensuring the portfolios remain within their risk-targeted framework.
Diversified across a wide range of investments
The portfolios invest across the entire market, blending different asset classes, regions, and sectors. This broad opportunity set provides diversification of both the total return and income streams.
With so much choice available, we draw on our own expertise and research to drill down into an underlying fund manager’s strategy, philosophy, performance, and process to ensure it’s the right fit for the portfolios at the right risk level.
Next steps
View the brochure
Discover how we have designed the Monthly Income Portfolios in collaboration with financial advisers like you to deliver an income solution you can trust.
Find out more
Get in touch with your Quilter investment director to find out more about how the Monthly Income Portfolios can meet the needs of you and your clients.
Discover the monthly income portfolios
The Monthly Income Portfolios offer the choice of two different portfolios both designed to deliver a regular income alongside capital growth within a risk-targeted framework.