The Copia Select Retirement Income Plus (RI+) portfolios are designed to provide more certainty of outcome in retirement.
A purpose built decumulation portfolio strategy which complements a guaranteed solution offering attractive rates of income. Retirement Income Plus is a new approach to portfolio construction that partners with a purpose-designed, guaranteed income producing asset called Secure Lifetime Income (SLI) which is 100% uncorrelated to equities and bonds. As the holding in SLI is a low-risk asset it allows the Retirement Income Plus portfolios to hold an increased weighting to equities and alternatives, with a reduced weighting to fixed interest assets, giving the Retirement Income Plus portfolios the opportunity to outperform at no overall increase in risk.
Further benefits:
The Copia Retirement Sustainability Calculator is designed to illustrate a series of different retirement planning scenarios to help advisers assess the suitability of the portfolios for their clients.
The current Target Market and Value for Money statements for this portfolio can be downloaded by clicking on the links below.
For more information about the Copia Select Retirement Income Plus range speak to one of our relationship managers by calling 020 4599 6475 or emailing us at [email protected]
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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