Our portfolios for decumulation are designed for your clients wanting a purpose-built income portfolio as part of their broader retirement plan and would be suitable for those approaching or in the retirement phase of their investment lifecycle. They include:
The objective of the Select: RI range is to provide a durable income portfolio for a given level of risk for an investor who requires an investment proposition tailored to their specific decumulation needs.
The Copia Select Retirement Income Plus (RI+) portfolios are designed to provide more certainty of outcome in retirement. A purpose built decumulation portfolio strategy which complements a guaranteed solution offering attractive rates of income.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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