Beta Portfolios - funds that track the performance of a particular market, sector or asset class

Beta Portfolios - funds that track the performance of a particular market, sector or asset class


Include funds which track the performance of a particular market, sector or asset class

Our investment team have created a range of 'beta' model portfolios, each with a different investment strategy and related risk and return profile. The LIFT-Invest Beta Portfolios primarily include passively managed funds.

Passive investing is a strategy in which funds have been selected that track the performance of a particular market, sector or asset class. They generally provide a lower-cost alternative to blended portfolios as no active investment management is involved. Our passive models will typically include Exchange Traded Funds (ETFs) alongside open-ended funds. 

The LIFT-Invest Beta Portfolios are designed for investors comfortable with moderate to adventurous investing. Those looking for a more cautious approach are better catered for with a blended investment strategy. Read more about the LIFT-Invest Blended Portfolios here.

Your adviser will help you define your financial aims and your attitude to investing. From this, they'll determine your risk appetite for our discretionary service. As part of this process, your adviser will complete a risk tolerance questionnaire and also assess your capacity for investment loss. This will help you and your adviser decide on the most appropriate portfolio.

Portfolio performance

Our latest Beta Model Portfolio Factsheets are available for download below:

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