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The service is positioned for stability, resilience, and long-term financial success, supported by LGT analysis, ongoing market evaluations, and quarterly investment committee reviews. 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The Princely Collections, Vaduz–Vienna  \nContents  \n5 Welcome  \n6 Your Model Portfolio  \n8 Selecting a portfolio that is right for you  \n10 A strategic investment approach  \n13 The art of portfolio construction  \n16 Monitoring your investments  \n18 Our fees  \n19 Your overall wealth solution  \n20 Meet the team  \nWe work in partnership with your financial adviser to provide you with investment portfolios that are positioned for stability, resilience and long-term financial success.  \nPhoebe Stone  \nPartner, Head of Intermediary Investment Services  \nWelcome  \nDear investor,  \nWe have been providing bespoke investment services in conjunction with financial advisers since our launch in 2008. We have a long-standing partnership with your financial adviser at Vision Independent Financial Planning, and we work collaboratively to ensure your investments stay in line with your financial plan. We provide you with an investment portfolio you can rely on, whilst your adviser continues to take care of your wider financial needs, incorporating your objectives and long-term goals .  \nAs part of LGT Group, the family-owned global private bank, we have a strong corporate culture and shared values . Our private ownership by the Princely Family of Liechtenstein provides stability and financial strength, alongside a longterm approach to wealth management.  \nYours sincerely,  \nPhoebe Stone,  \nPartner  \nand Head of Intermediary Investment Services  \nYour Model Portfolio  \nPortfolios designed for a range of outcomes  \nA Model Portfolio Service (MPS) is a professional investment approach that provides you with a diversified and expertly managed investment portfolio. The range of portfolios within the service are designed to meet your specific financial goals and take into account varying degrees of risk tolerance.  \nWe are the appointed investment manager and we manage the suite of portfolios which are exclusively available to the clients of Vision Independent Financial Planning. Your financial adviser will lead you through the process of selecting the most suitable portfolio for your individual needs .  \nModel portfolio suite  \nThe MPS suite utilises a wide range of asset classes including equities, bonds, absolute return, commodities and cash.  \nBlended portfolios  \nA considered blend of active and passive investment vehicles is selected in portfolio construction. This combination generates greater diversification within the portfolios and provides exposure to investment themes, sectors and asset classes you may not otherwise have access to, whilst also managing the overall cost of your portfolio.  \nDedicated team  \nOur dedicated team of experienced investment professionals work in conjunction with your financial adviser to ensure your investment needs are achieved.  \nMPS benefits  \n▪ Long-term stable returns  \n▪ Volatility-controlled portfolios  \n▪ Industry-leading investment research and analysis  \nA blended approach: The Vision LGT Model Portfolio Service  \nPortfolio  \nDescription  \n\n| Blended Conservative\u003Cbr>\u003Cbr>| The main goal of this portfolio is to safeguard your investment. It is spread across various types of assets, but we keep the portion invested in stocks and other risky assets relatively low to minimise potential risks. |\n| --- | --- |\n| Blended Cautious\u003Cbr>\u003Cbr>Equities neutral\u003Cbr>| This portfolio aims to steadily increase your capital. It includes a mix of different types of investments, with a balanced focus on funds that invest in stocks and other moderately risky assets. |\n| Blended Balanced | This portfolio is designed to help your |\n| \u003Cbr>Equities neutral\u003Cbr>| capital grow beyond the effects of inflation. We spread your investments across different types of assets, with a moderate focus on funds that invest in stocks and other assets with some level of risk. |\n| ","cbCaimY44Q65jMDR","https://ap.wps.com/l/cbCaimY44Q65jMDR","pdf",7591741,24,"English","# Welcome\n# Your Model Portfolio\n## Selecting a portfolio that is right for you\n## A strategic investment approach\n## The art of portfolio construction\n## Monitoring your investments\n## Our fees\n## Your overall wealth solution\n## Meet the team","[{\"question\":\"What is the Model Portfolio Service (MPS)?\",\"answer\":\"The MPS provides a diversified, professionally managed investment portfolio designed to meet a client’s specific financial goals and risk tolerance. It is available exclusively through Vision Independent Financial Planning clients.\"},{\"question\":\"How are portfolios constructed within the service?\",\"answer\":\"Portfolios use a blended approach combining active and passive investment vehicles to improve diversification and manage overall cost. The service allocates across asset classes including equities, bonds, absolute return, commodities, and cash.\"},{\"question\":\"How does the investment approach stay aligned over time?\",\"answer\":\"Allocations are reviewed on a quarterly basis and assessed against defined risk parameters. Investment ideas are informed by ongoing LGT market evaluations and the relevant investment committees.\"}]","Vision LGT Model Portfolio Service - Bespoke Investment Portfolio | PDF",1790818754]