The objective of the Select Retirement Income range of portfolios 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 strategy uses a strategic asset allocation model derived from long run risk return characteristics of major asset classes built to provide an asset allocation that addresses sequencing risk associated with decumulation investing.
This approach is designed for clients wanting a purpose-built income portfolio as part of their broader retirement plan which invests across multiple asset classes and geographies with the risk return characteristics tailored to the needs of the decumulation investor.
The Copia Retirement Sustainability Calculator is designed to illustrate a series of different retirement planning scenarios to help advisers assess the suitability of the portfolios for their clients.
The current Target Market and Value for Money statements for this portfolio can be downloaded by clicking on the links below.
For more information about the Copia Select Retirement Income range speak to one of our relationship managers by calling 020 4599 6475 or emailing us at [email protected]
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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