Investments
The following default investments can be set within the optimisation model.
| Investment type | Description |
|---|---|
| Investment property | Advisers can set a minimum percentage of the total return that can come from yield. The optimiser will then decide what is the right type of property to purchase. The property can also be used as security for a invesment loan, enabling debt to finance some or all of the purchase. |
| Principal residence | A term annuity can be purchased by either the client or partner. Advisers can set the term and the interest rate. |
| Default portfolio | A margin loan can be triggered within a trust or the client/partner entity. Advisers can set the interest rate and max Loan to Valuation ratio. |
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