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PortfolioMetrix Launches Short-Term Gilt Model Portfolio for Cash-Like Returns

2023-10-31 15:12:44.252000

PortfolioMetrix has introduced the PortfolioMetrix Short-Term Gilt Model, a model portfolio consisting of UK government bonds that mature within the next five years, with a focus on those maturing in the next two years [97b0b966]. This portfolio is designed for clients with significant cash positions and serves as a shorter-term savings option that offers an alternative to bank cash deposits [97b0b966]. It is also tax efficient and can be utilized within tax wrappers such as ISAs and pensions [97b0b966]. The aim is to provide financial advisers with easier access to cash-like returns for their clients while consolidating their investments in one place for financial planning purposes [97b0b966]. This model portfolio addresses the increasing demand for investment options outside of traditional tax wrappers in the current economic climate [97b0b966].

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