Our Strategies

 

Preservation Balanced EUR

  • Our approach is designed to remove human bias, using leading-edge technology to increase the efficiency of decision-making and take the emotion out of investing.

    Built on a series of advanced mathematical frameworks, using AI-powered predictive analytics, our systems review a vast universe of assets, applying sophisticated indicators and models to drive our investment selection process.

  • Our Preservation range seeks to preserve and grow our clients wealth, placing a strong focus on wealth preservation, the portfolios take a global, multi-asset approach, with a dynamic view on asset selection, strategy mix, portfolio construction and security selection. The Balanced portfolio is a moderate risk strategy seeking to protect clients from inflation with the aim of achieving medium to long term capital growth.

  • Vanguard Global Short-Term Bond Index Fund EUR Hdg - 10.8%

    Vanguard Global Bond Index EUR Hedged (Institutional acc) - 10.8%

    iShares Core S&P 500 ETF (acc) - 8.8%

    Vanguard Global STK-EUR HD A - 8.8%

    Collidr Glb Adaptive Eq UCITS GBP Inst A - 8.1%

 

Benchmark
Cash +3%

Launch date**
12/02/2020

Currency
EUR

Min monthly top-up (opt)***
€50

AMC*
0.3%

Trading Frequency
Daily

Minimum initial
€10,000

Custodian****
Pershing

*Additional charges will apply for the administration and custody of the assets. A professional adviser’s initial and recurring charge may be added subject to agreement. Underlying charges will apply which will vary according to the specific assets within the portfolio.

**Model returns are calculated using the most appropriate share classes of the underlying funds, having regard to the illustrative nature of the report. As a result, real portfolio performance may vary from model performance. Where model portfolio histories are shorter than three years, historic model returns are substituted prior to the inception date with the following: GBP model portfolios: returns from a similar Collidr managed portfolio; USD and EUR model portfolios: back test data using the portfolios at inception following the historic GBP rebalance schedule. The performance is shown net of the underlying portfolio ongoing charges and an annual discretionary management charge of 0.30% (30 basis points).

**Monthly top-up is optional and not a requirement to invest.

***Our Custodian forms part of the digital solution used to administer client portfolios.

 

Disclaimer

Spring IM Limited is authorised and regulated by the Jersey Financial Services Commission (Registration No. 135189). Spring IM Ltd. is a limited company registered in Jersey. This is not an offer or solicitation with respect to the purchase or sale of any security. The given material is subject to change and, although based upon information which we consider reliable, it is not guaranteed as to accuracy or completeness and it should not be relied upon as such. This material does not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorised or to any person to whom it would be unlawful to make such offer or solicitation. Prospective investors should inform themselves and take appropriate advice as to any applicable legal requirements and any applicable taxation and exchange control regulations in the countries of their citizenship, residence or domicile which might be relevant to the subscription, purchase, holding, exchange, redemption or disposal of any investments. Spring IM does not provide tax advice to its clients and all investors are strongly advised to consult with their tax advisors regarding any potential investment. Opinions expressed are our current opinions as of the date appearing on this material only. Any historical price(s) or value(s) are also only as of the date indicated. The price and value of the investments referred to in this material may go down as well as up and investors may realise losses on any investments. Past performance is not a guide to future performance.