Total Clarity 6

Fund Description

All data as at 29 December 2017 unless otherwise stated

Fund Aim

The Fund will use a broadly balanced investment strategy with the aim of achieving capital growth over the longer term.

Investment Approach

A thorough and robust screening process aims to ensure that all the investments in the funds meet the ‘low cost, safe and suitable’ requirements determined by the investment team.

The investment team focus on reducing costs to boost returns and ensuring the risks in the funds are understood and that long term objectives are met. The investment style is mildly contrarian believing that markets, on occasion,
become overheated and over-sold.

Top 10 Holdings

Vanguard FTSE UK All Share Index Unit Trust 14.72%
BCIF UK Equity Tracker L Acc 13.99%
BCIF North America Eqy Tr LA 11.86%
BCIF-Corp Bond Tracker-L Acc Fund 8.95%
BCIF - Pacific Ex - Japan TR - DA Fund 7.77%
Vanguard UK ShortTerm Invest Grade Bond Index Fund 6.52%
BCIF Continental Euro - EQ LA 6.30%
BCIF-Japan Equity Tracker-DA Fund 5.47%
Vanguard Emerging Markets Stock Index Fund 5.21%
IShares FTSE EPRA/NAR UK PRP ETF 5.16%

Strategic Asset Allocation

 
Global Equity 0%
 
UK Cash (GBP) 4%
 
UK Corporate Bonds 16%
 
UK Index Linked Bonds 0%
 
UK Index Linked Gilts 0%
 
International Bonds 0%
 
UK Gilts 0%
 
Global High Yield Bonds 4%
 
UK Equity 31%
 
Europe Ex UK Equity 5%
 
North American Equity 12%
 
Japanese Equity 7%
 
Pacific Ex Japan 8%
 
Emerging Markets 8%
 
UK Property 5%
 
Other 0%

Strategic Asset Allocation shown above is valid from 6th October 2017


POTENTIAL RETURNS

The graphs below show potential returns at 5%, 50 % and 95% for the given risk profiles against the actual corresponding Verbatim fund performance since launch.

Useful documents