LFS SMAs
3 Investment Portfolios (Accumulation Phase)
3 Income Portfolios (Income and Pension Phase)
1/6
LFS Moderate
Investment
- Code
LFS001 - Style
Multi-asset class and multi-manager - Indicative number of holdings
6 to 30 - Suggested investment timeframe
Min. 6 years - Investment return objective
Inflation plus 2% - Min. portfolio size
No minimum
2/6
LFS Moderate
Income
- Code
LFS002 - Style
Multi-asset class and multi-manager - Indicative number of holdings
6 to 30 - Suggested investment timeframe
Min. 6 years - Investment return objective
Inflation plus 2% - Min. portfolio size
No minimum
3/6
LFS Growth
Investment
- Code
LFS003 - Style
Multi-asset class and multi-manager - Indicative number of holdings
6 to 30 - Suggested investment timeframe
Min. 7 years - Investment return objective
Inflation plus 2.5% - Min. portfolio size
No minimum
4/6
LFS Growth
Income
- Code
LFS004 - Style
Multi-asset class and multi-manager - Indicative number of holdings
6 to 30 - Suggested investment timeframe
Min. 7 years - Investment return objective
Inflation plus 2.5% - Min. portfolio size
No minimum
5/6
LFS High Growth
Investment
- Code
LFS005 - Style
Multi-asset class and multi-manager - Indicative number of holdings
6 to 30 - Suggested investment timeframe
Min. 7 years - Investment return objective
Inflation plus 3% - Min. portfolio size
No minimum
6/6
LFS High Growth
Income
- Code
LFS006 - Style
Multi-asset class and multi-manager - Indicative number of holdings
6 to 30 - Suggested investment timeframe
Min. 7 years - Investment return objective
Inflation plus 3% - Min. portfolio size
No minimum
