Model Portfolios definition

Model Portfolios means the 7IM model portfolios of investments which are made available on the Platform from time to time;

Model Portfolios means the discretionary fund-managed model portfolios managed by SVS.

Model Portfolios means the range of asset allocation portfolio models maintained and managed by any sub-advisor which are to be used to manage the individual accounts of Participants who have elected, or are deemed to have elected, to invest in such Model Portfolios under the Plan.

Examples of Model Portfolios in a sentence

• Some investment products such as direct shares, term deposits, illiquid funds, SMA Model Portfolios and capital protected products are excluded from automatic re-weighting.No Go to next questionYes Complete the details belowRe-weight my entire portfolio.

• The fee for the Researcher’s Pick Model Portfolios is deducted from the platform cash account.

• Depending on the Model Portfolio(s) selected, a different charge structure may apply.

• You should indicate here how your investment in the SMA should be applied between the available Model Portfolios on initial entry and whether this weighting should be applied on a fixed or floating basis (refer to “Investments in the SMA” for additional information on this choice).

• As part of your ongoing Financial Planning Service, you may be advised that the Model Portfolio(s) that Your Portfolio(s) is referencing is no longer suitable for you and that a different Model Portfolio is suitable for Your Portfolio(s) to reference.

• If you no longer wish to have the Model Portfolio Manager managing the Model Portfolio(s) which Your Portfolio references, this Service will terminate so that you hold Your Portfolio Assets directly on the Hub.

• If we receive instructions from your Adviser, acting as your agent, to change the Model Portfolio(s) that Your Portfolio(s) reference to a different Model Portfolio, or if there is a Rebalancing triggered for Your Portfolio, we will create and execute orders to buy and/or sell investments to ensure that Your Portfolio continues to be aligned with the relevant Model Portfolio that Your Portfolio references.

• For more detailed information please refer to the Factsheet(s) for the Model Portfolio(s).

• Your Adviser will get in touch with you in accordance with paragraph 13 (Changing the reference Model Portfolio, monitoring Your Portfolio and Rebalancing) above to discuss which other Model Portfolios may be suitable for Your Portfolio to reference.

• If you don’t agree with this change this may mean that the Model Portfolio(s) that Your Portfolio(s) reference are no longer suitable for you – see paragraph 18 for the consequences of this.

More Definitions of Model Portfolios

Model Portfolios. Portfolios managed by sub-advisors with various investment styles that include different underlying investments.  Other: Appropriate investments in other styles, sectors, or asset classes offered through vehicles such as exchange-traded funds (ETFs), mutual funds, and collective investment trusts (CITs) will be considered for diversification purposes, depending on the specific needs of the Plan and its participants. Redhawk may also consider additional investment categories based on Plan needs.

Model Portfolios means the model portfolios of Investments in allocated percentages that are created and updated by Invesco from time to time on the Invesco MPS Sites, and which are the subject of these Terms.