The Alltrust Target Dated Managed Portfolios are medium to long‑term investment solutions designed to help people plan for retirement. They are actively managed by PI Investment Services Limited, a firm regulated by the FCA (registration number 752005).
These portfolios are built around a specific future date—an expected retirement age of 75. The investment mix automatically adjusts over time, taking both the accumulation period and the transition into decumulation into account.
• Early on: More investment in growth assets, such as equities.
• Closer to retirement: A steady shift toward lower‑risk assets like bonds and cash‑based investments.
This planned change in risk level over time is known as the glidepath.
• Easy to use: Investors simply choose the portfolio linked to their target retirement age.
• Automatically adjusts risk: The portfolio becomes more cautious as the target date approaches.
• Diversified: Investments are spread across different asset types to help manage risk.
• Professionally managed: PI Investment Services Limited monitors and manages the portfolio throughout.
2025 Q4 – Alltrust Target Date 2025
2025 Q4 – Alltrust Target Date 2030
2025 Q4 – Alltrust Target Date 2035
2025 Q4 – Alltrust Target Date 2040
2025 Q4 – Alltrust Target Date 2045
2025 Q4 – Alltrust Target Date 2050
2025 Q4 – Alltrust Target Date 2055