Our Strategies

 

Generation Progressive GBP

  • 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 Generation portfolios target long term capital growth. Portfolios are actively managed using predominantly passive instruments with greater market participation growing the real value of your capital over the longer term. Our Progressive strategy is a moderate to high risk strategy with the aim of maximising total return over the longer term of 10+ years.

  • iShares Core S&P 500 ETF (acc) GBP - 12.80%

    iShares S&P 500 IT Sector - 12.80%

    iShares UK index Fund D Acc GBP - 12.80%

    iShares Edge MSCI World Value ETF (acc) - 12.40%

    Vanguard SRI European Stock Fund GBP Acc - 8.50%

 

Benchmark
Cash +5%

Launch date**
02/02/2015

Currency
GBP

Min monthly top-up (opt)***
£50

AMC*
0.3%

Trading Frequency
Daily

Minimum initial
£100*****

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.

*****Initial investments under £10,000 will be invested in our Savers range. The range mimics the objectives and risk parameters of the main portfolio but the underlying investments have been selected to cater for smaller amounts. Please note, performance may differ.

 

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.