These are purely passive portfolios that track global equities whilst also offering UK Index Linked Gilts as a counterbalance.
This approach has historically been much stronger than the standard alternative offered by other investment managers. However, in rising markets this is to be expected. Falling markets can be a different matter (please see IM Optimum).
You can switch between any of our portfolios at any time and at no cost. All IM Index Portfolios have a 1.5% contribution charge and a fully inclusive 0.57% annual management charge with reduces to 0.52% for assets over £500,000 and 0.47% for assets over £1m.
PASSIVE INVESTMENT STRATEGIES
IM Index 100
This portfolio aims to provide long term investment returns by tracking 100% global stock markets at their natural market capitalisation.
IM Index 80
This portfolio aims to provide long term investment returns by 80% tracking global stock markets at their natural market capitalisation together with 20% UK Index Linked Gilts.
IM Index 60
This portfolio aims to provide long term investment returns by 60% tracking global stock markets at their natural market capitalisation together with 40% UK Index Linked Gilts.
IM Index 40
This portfolio aims to provide long term investment returns by 40% tracking global stock markets at their natural market capitalisation together with 60% UK Index Linked Gilts.
IM Index 20
This portfolio aims to provide long term investment returns by 20% tracking global stock markets at their natural market capitalisation together with 80% UK Index Linked Gilts.