Model Portfolios

Fusion ProActive Planet 1 is a defensive portfolio, comprised of a diversified selection of actively managed mutual funds which satisfy the Fusion ESG selection criteria. It is designed for investors, who would like to combine both systematic asset allocation and the expertise of active fund managers to take advantage of expert market timing and individual asset selection. Systematic allocation allows reasonable risks to be taken to achieve targets on strategical levels. Additionally, the prowess of active fund managers allows them to take advantage of market timing, individual asset selection and short-term market opportunities.

It is a low-risk portfolio suitable for investors, who in return for performance stability and a low probability of significant drawdowns are prepared to accept a relatively moderate return.

Fusion ProActive Planet 1 can be used for relatively short investment horizons, up to 3 years, during which investors will be aiming for stable income, with some capital appreciation from the growth asset allocation of the portfolio.

Fusion ProActive Planet 2 is a mildly defensive portfolio, comprised of a diversified selection of actively managed mutual funds which satisfy the Fusion ESG selection criteria. It is designed for investors, who would like to combine both systematic asset allocation and the expertise of active fund managers to take advantage of expert market timing and individual asset selection. Systematic allocation allows reasonable risks to be taken to achieve targets on strategical levels. Additionally, the prowess of active fund managers allows them to take advantage of market timing, individual asset selection and short-term market opportunities.

It is a low-to-medium risk portfolio suitable for investors, who are prepared to accept some investment risk through exposure to growth assets but are uncomfortable with large swings in the value of their portfolio. The well-diversified portfolio has a large proportion allocated to government and short-term corporate bonds, with some percentage allocated to Developed Market Equities.

Fusion ProActive Planet 2 is designed for investors with investment horizons of 3 to 5 years, who seek stable income with some potential to participate in capital growth.

Fusion ProActive Planet 3 is a moderate risk portfolio, comprised of a diversified selection of actively managed mutual funds which satisfy the Fusion ESG selection criteria It is designed for investors, who would like to combine both systematic asset allocation and the expertise of active fund managers to take advantage of expert market timing and individual asset selection. Systematic allocation allows reasonable risks to be taken to achieve targets on strategical levels. Additionally, the prowess of active fund managers allows them to take advantage of market timing, individual asset selection and short-term market opportunities.

It is a medium-risk portfolio suitable for investors, who are looking for a balanced combination of quality debt and equity exposure. The diversified portfolio is built using a well-adjusted combination of Equities and Bonds, which aims to achieve a rational balance between opportunities of growth-generating components and the stability of income-paying assets.

Fusion ProActive Planet 3 is designed for investors with an investment horizon of at least 5 years, who seek a balanced mix of income and capital growth.

The Fusion ProActive Planet 4 portfolio is a growth portfolio, comprised of a diversified selection of actively managed mutual funds, which satisfy the Fusion ESG section criteria. It is designed for investors, who would like to combine both systematic asset allocation and the expertise of active fund managers to take advantage of expert market timing and individual asset selection. Systematic allocation allows reasonable risks to be taken to achieve targets on strategical levels. Additionally, the prowess of active fund managers allows them to take advantage of market timing, individual asset selection and short-term market opportunities.

It is a medium-to-high risk portfolio suitable for investors, who are looking for long-term capital growth through equity dividends and market capital appreciation. The well-diversified portfolio of equities and bonds, with a tilt towards growth assets, aims to deliver long-term capital appreciation with moderate losses from significant market drawdowns.

Fusion ProActive Planet 4 is designed for investors with an investment horizon of 5 to 7 years, who seek both income and long-term capital growth through a well-diversified multi-asset portfolio.

Fusion ProActive Planet 5 is an aggressive portfolio, comprised of a diversified selection of actively managed mutual funds which satisfy the Fusion ESG selection criteria. It is designed for investors, who would like to combine both systematic asset allocation and the expertise of active fund managers to take advantage of expert market timing and individual asset selection. Systematic allocation allows reasonable risks to be taken to achieve targets on strategical levels. Additionally, the prowess of active fund managers allows them to take advantage of market timing, individual asset selection and short-term market opportunities.

It is a high-risk portfolio suitable for investors, who understand that high investment return comes with increased investment risk and are prepared to sustain the risk of considerable temporary capital loss to achieve capital appreciation in line with long-term returns from equity markets. The portfolio is primarily allocated into high growth and risk assets, diversified across risk types and geographical focus, which are balanced through an allocation directly into protective funds to reduce potentially significant losses in market downturns.

Fusion ProActive Planet 5 is recommended for investors with investment horizon of at least 5 to 7 years, who seek long-term returns and are prepared to accept the significant risk of considerable temporary capital loss.

Fusion Champions 1 portfolio maintains a defensive combination of exposures to multiple asset classes achieved through a carefully selected portfolio of multi-asset funds.

It is suitable for investors who are looking to participate in some capital appreciation from growth assets coupled with yield from fixed income defensive assets. The portfolio can be used for relatively short investment horizons, during which investors will be aiming for stable income. Fusion Champions 1 portfolio is recommended to investors with an investment horizon of close to 3 years and risk profile mapped to Dynamic Planner 3 Risk Level.

Fusion Champions 2 portfolio is tilted towards low risk investments to multiple asset classes achieved through a carefully selected portfolio of multi-asset funds.

It is suitable for investors who are looking to participate in capital appreciation from mostly defensive mix of growth and fixed income assets. The portfolio can be used for relatively mid-term investment horizons, during which investors will be aiming for stable income, with some potential to participate in capital appreciation from growth assets. Fusion Champions 2 portfolio is recommended to investors with an investment horizon of between 3 and 5 years and risk profile mapped to Dynamic Planner 4 Risk Level.

Fusion Champions 3 portfolio maintains a balanced combination of exposures to multiple asset classes achieved through a carefully selected portfolio of multi-asset funds.

It is suitable for investors who are looking to participate in capital appreciation from growth assets coupled with some yield from fixed income defensive assets. The portfolio is designed to moderate losses from significant market drawdowns which can affect growth assets. Fusion Champions 3 portfolio is recommended to investors with an investment horizon of at least 5 years
and risk profile mapped to Dynamic Planner 5 Risk Level.

Fusion Champions 4 is suitable for investors who are prepared to take a reasonably high level of risk with their investments in return for the prospect of long-term capital growth. The market exposure is achieved through a carefully selected portfolio of multi-asset funds of the appropriate risk levels.

The portfolio has a clear tilt towards growth assets with a focus on reducing potential losses in market downturns. Fusion Champions 4 portfolio is recommended to investors with investment horizon of 5 to 7 years, who seek long-term returns and are prepared to accept risk of considerable temporary capital loss. Fusion Champions 4 contains multi-asset funds mapped to Dynamic Planner 6 Risk Level.

Fusion Champions 5 portfolio is suitable for investors who understand that high investment return comes with increased risk of significant losses. Investors in the portfolio should be prepared to sustain risk of considerable temporary capital loss to achieve long-term capital appreciation in line with long-term returns from equity markets. The market exposure is achieved through a carefully selected portfolio of multi-asset funds of the appropriate risk levels.

The portfolio is allocated primarily into high growth/high risk assets diversified across types of risk and geographical focus. Fusion Champions 5 portfolio is recommended to investors with investment horizon of at least 5 to 7 years, who seek long-term returns and are prepared to accept significant risk of considerable temporary capital loss and risk profile mapped to Dynamic Planner 7 Risk Level.