To achieve returns that exceed the inflation rate (change in the CPI) by 2.75% per annum (before tax), on a rolling seven year basis. This is expected to be achieved around 70% of the time.
The IFS Growth Model Portfolio will invest a significant proportion of funds in Managed Funds which invest in growth assets such as shares and property. It aims to limit the likelihood of negative annual returns to one in every four years.
Strategic Asset Allocation
Effective 1 March 2018.
Growth Asset Allocation
7 years plus
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For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents.