HC Verbatim Portfolio 4 Fund

About this fund

Fund Aim

The Fund will use a broadly cautious managed investment strategy with the aim of achieving capital growth over the medium to longer term.

Investment Approach

To generate attractive returns over the medium to long term by blending a diversified selection of funds, including quality UK and overseas equity, bond and property funds.

Top 10 Holdings

Sterling 9.07%
AXA Sterling Buy and Maintain Credit Fund CR-ZAG 5.85%
Legal & General All Stocks - I Acc 5.66%
Fidelity Investment Funds ICVC - MoneyBuilder Inc 5.38%
Royal London Corporate Bond Fund M Inc 5.34%
Legal & General Sterling Corporate Bond Index -I-I 5.32%
Royal London Index Linked Fund M Inc 5.00%
Vanguard Global Bond Index Fund- GBP -A 4.57%
Fidelity Investment Fund ICVC - Index US 4.43%
UBS US Growth Fund-C Acc 4.36%

All data as at 29th March 2019 unless otherwise stated.

Strategic Asset Allocation

Global Equity 0%
Cash 10%
UK Index Linked Bonds 0%
UK Government Bonds 6%
UK Corporate Bonds 16%
Global (ex-UK) Fixed Income 14%
Global Property 12%
UK Equity 16%
Europe (ex-UK) Equity 4%
North American Equity 15%
Developed Pacific (ex-Japan) Equity 4%
Japan Equity 3%
Emerging Markets Equity 0%
UK Property 0%
Other 0%

Strategic Asset Allocation shown above is valid from 12 November 2018