EBI Portfolio’s World Investment Range

We are pleased to announce that EBI Portfolio’s World Investment range is now mapped to the FinaMetrica risk tolerance scores, alongside EBI’s existing UK bias and Global range.

EBI model portfolios are an evidence-based investment solution, giving investors access to a highly diversified and low-cost suite of portfolios. The evidence employed is the product of many decades of independent, peer-reviewed research and analysis by some of the world’s leading academics, including numerous Nobel laureates.

The World portfolios pursues a core strategy of exposure to c. 9,000+ global developed and emerging market equites with increased allocations to Value, Momentum and Smaller Companies stocks. In addition, to reduce volatility, the portfolios have a strategy of exposure to a highly diversified portfolio of c. 11,000+ investment grade governmental and corporate bonds, currency hedged to eliminate foreign exchange volatility.

Posted: 21/06/2019 12:00:00 AM by PlanPlus Global