Model Portfolio definition

Model Portfolio means a pre-determined selection of Unit Trusts administered by the Administrator and managed by a Portfolio Manager to meet the investment objectives specified for that Model Portfolio.

Model Portfolio means model portfolios maintained and used by MFWM to create separately managed accounts for its Clients.

Model Portfolio means the investment vehicles established by the Company for the purpose of crediting earnings or losses to Company Cash Accounts.

Examples of Model Portfolio in a sentence

• By selecting the Xxxxxxx Investments Program, you acknowledge that each Model Portfolio consists of allocations of mutual funds selected solely from proprietary funds managed by Xxxxxxx Investments and that no other funds or investments are considered in the construct of any Model Portfolios in this Advisory Account Program.

• In its capacity as Manager, Capital Research designs, monitors, and delivers Model Portfolios to AMS that are comprised of open-end mutual funds of Capital Research’s affiliate, American Funds, for each Model Portfolio available in the program.

• You select a compatible Model Portfolio strategy, with the assistance of your IAR, and AMS assumes discretionary management duties in accordance with such Model Portfolio strategy.

• By selecting this program, you acknowledge that each Model Portfolio consists of allocations of funds selected solely from proprietary funds managed by Capital Research and that no other funds or investments are considered in the construct of any Model Portfolios in this Advisory Account Program.

More Definitions of Model Portfolio

Model Portfolio. The total market value of the Fund’s portfolio as placed with the Sub-Adviser by the Adviser.

Model Portfolio means a diversified investment portfolio of ETFs and/or mutual funds designed to address a specific risk tolerance level and/or investment objective;

Model Portfolio means a model portfolio selected by an intermediary on an advisory basis or created by a Discretionary Manager in connection with its discretionary management service provided to Clients in respect

Model Portfolio means the portfolio of the Client for which non-binding and non-discretionary investment advice is provided by the Portfolio Manager under Investment Advisory Portfolio Management Services.

Model Portfolio refers to a portfolio made up of Securities recommended by a Model Manager for designated investment disciplines.

Model Portfolio means the body of selected collective investment securities with pre-defined weights in the portfolio.

Model Portfolio means a collection of Assets, which can be stored, given a unique reference and applied to one or more Accounts. Once created, Model Portfolios can be selected and applied to an Account or Accounts within a Zurich Portfolio, or Accounts across a number of Zurich Portfolios; rebalancing and upgrading of Model Portfolios can also be applied in this way. Where a Model Portfolio is managed by an Investment Adviser the Investment Adviser’s charge will be calculated on the Assets held in that Model Portfolio.