P1 Retirement Income | Moderate
Risk Level: Moderate Investment Management Charge: 0.25% Comparator IA Mixed Investment 40%-85% Shares Rebalancing Frequency January, April, July & October…
P1 Retirement Income | Cautious-Moderate (Previously Lower Risk)
Risk Level: Cautious-Moderate Investment Management Charge: 0.25% Comparator IA Mixed Investment 20-60% Shares Rebalancing Frequency January, April, July & October…
P1 Retirement Income | Cautious
Risk Level: Cautious Investment Management Charge: 0.25% Comparator IA Mixed Investment 0-35% Shares Rebalancing Frequency January, April, July & October…
P1 Retirement Income | Adventurous
Risk Level: Adventurous Investment Management Charge: 0.25% Comparator IA Flexible Investment Rebalancing Frequency January, April, July & October (First full…
P1 Portfolio Risk Mapping
P1 Wealth Accumulator | Cautious (Previously Protective)
Risk Level: Cautious Investment Management Charge: 0.25% Comparator IA Mixed Investment 0%-35% Shares Rebalancing Frequency January, April, July & October…
P1 Wealth Accumulator | Moderate (Previously Growth Focus)
Risk Level: Moderate Investment Management Charge: 0.25% Comparator IA Mixed Investment 40%-85% Shares Rebalancing Frequency January, April, July & October…
P1 Wealth Accumulator | Moderate-Adventurous (Previously Growth Seeker)
Risk Level: Moderate-Adventurous Investment Management Charge: 0.25% Comparator IA Mixed Investment 40%-85% Shares Rebalancing Frequency January, April, July & October…
P1 Wealth Accumulator | Cautious-Moderate (Previously Lower Risk Growth)
Risk Level: Cautious-Moderate Investment Management Charge: 0.25% Comparator IA Mixed Investment 20%-60% Shares Rebalancing Frequency January, April, July & October…
P1 Responsible Asset Tracker | Cautious
Risk Level: Cautious Investment Management Charge: 0.08% via the P1 Platform or 0.10% via third-party platforms Comparator IA Mixed Investment…