Risk defined managed portfolios
Risk Defined Manage Portfolios
Innova’s ‘Risk-Defined’ managed portfolios focus on ensuring that portfolio risk is managed within very specific limits. This is achieved through the application of Innova’s proprietary risk allocation process within a relatively unconstrained asset allocation framework. We use various risk measures as the benchmarks for these portfolios and then allow the asset allocation to vary according to the level of risk inherent in each asset class.
This investment style is offered in three investment options which correspond to three primary goal-based buckets; Lifestyle Preservation, Wealth Creation, and Aspiration. These portfolios are therefore designed to be used within a goals-based advice framework. This type of advice framework encourages investors to think about and prioritise their goals. Then an investment strategy is selected to best fit the objective of that goal.
Innova offer these investment options in both a high functionality format (‘Flagship’) and a low-cost format (‘Fundamental’).
In the Flagship format, the portfolios utilise the extensive suite of investment vehicles and strategies on offer via our preferred platform partners. This provides tremendous flexibility in investment structure and may include (but is not limited to), managed funds, alternative investment strategies, ETPs and SMAs.
In the Fundamental format, index investments are combined with efficiently priced ETPs and SMAs in a highly sophisticated, transparent package for clients.
For more information about the risk defined portfolios, please download our Adviser brochure here.
For a client friendly guide to the risk defined portfolios, please download our client brochure here.
Please find links to download the fact sheets for each of the three risk defined portfolios below: