MODEL PORTFOLIO SERVICE

At Blackwood Asset Management we have used our decades of investment experience to construct a range of model portfolios to meet the varied investment needs of our customers.

These model portfolios have been designed to meet Dynamic Planner’s risk profiles 3 through to 7.

model
portfolio
DFM
charge
(inc. VAT)
fund
OCF
fund
transaction
charges
fund
incidental
charges
TOTAL
30.30%0.27%0.12%0.04%0.73%
40.30%0.30%0.18%0.07%0.85%
50.30%0.34%0.23%0.10%0.97%
60.30%0.35%0.26%0.12%1.03%
70.30%0.25%0.15%0.12%0.82%

The fund charges are based on the current selection of funds. The actual fund charges may differ from those provided in the table based on tactical asset allocation decisions and changes to fund choices.

 

BLACKWOOD ASSET MANAGEMENT STRATEGIC ASSET ALLOCATIONS