the ifsl equilibrium portfolio funds

IFSL have established three funds corresponding to our three model portfolios which Equilibrium clients can invest in.

These three funds are;

  • IFSL Equilibrium Cautious Portfolio - Equity exposure: Typically less than half the portfolio 

 asset_allocation_cautious.jpg

 

  • IFSL Equilibrium Balanced Portfolio - Equity exposure: Typically half the portfolio

asset_allocation_balanced.jpg

 

  • IFSL Equilibrium Adventurous Portfolio - Equity exposure: Typically more than half the portfolio

asset_allocation_adventurous.jpg


The Benefits

Some of the benefits of investing in a ‘fund of fund’ are listed below:

  • Improved market timing
  • Access to discounts on the funds we use
  • Identical performance for every client in the same fund
  • Tax efficiency improvements
  • Fund charges are collected from within the fund
  • Access to more specialist investment options
  • Reduced out of market period on fund switches
  • Improved risk control when placing trades
  • Simpler reporting
  • Oversight of our investment process
  • More efficient management of contributions and withdrawals

To read more about the reasons why we have chosen to manage portfolios in this way click here.

The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Whilst equity investments carry potential for attractive returns over the longer term, the volatility of these returns can also be relatively high