Tailored Solutions -> The Liberation Funds
Among the investment solutions offered are the IFAlliance’s Liberation Funds. We were the first advisers to offer risk-related funds specifically based on a client’s risk profile.
The Liberation Funds are designed to provide a core investment product to match a client’s risk score – as established by our ProfilerIQ questionnaire.
For five of the 10 outcomes of the ProfilerIQ process – that is, risk scores of four, five, six, seven and eight – we recommend Liberation IV to Liberation VIII. Potentially this satisfies the needs of around 90 per cent of investors.
Each Liberation Fund is offered as a fund of funds vehicle that is managed by a leading UK multi-manager and delivers all the benefits of expert asset allocation, fund selection and active management.
And each has a mix of asset classes and a geographical spread of investments to provide the returns clients expect in tandem with the risk they are prepared to accept over the long term.
Call us on 0800 731 8350 or email enquiries@ifalliance.co.uk to find out more about how the Liberation Funds can help your business.
Benefits:
- A range of funds designed specifically to match each client’s risk-profile score
- Expert strategic and tactical asset allocation
- Specialist fund selection by leading UK multi-managers
- All the benefits of the funds of funds structure.
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