The Fund will use a broadly cautious balanced strategy with the aim of achieving capital growth over the medium to longer term.
To deliver the potential for decent capital growth over the medium to long term using a balanced approach by blending a diversified selection of funds, including quality UK and North American equity and bonds. The equity content of this portfolio tends to be higher than a more cautious approach. Investors in this portfolio will accept the potential for small to medium term losses to achieve their long term objectives.
| IShares North American Equity Index Fund | 17.69% |
| IShares Corporate Bond Index Fund L ACC | 10.65% |
| Vandguard UK SH TM IG IDX INS GBP ACC | 10.37% |
| Sterling | 8.86% |
| Vanguard Global Bond IDX INS GBP H ACC | 8.25% |
| IShares Pacific ex Japan Equity Index Fund (UK) | 7.27% |
| IShares II PLC FTSE EPRA/NAREIT UK PTY | 7.26% |
| Vanguard FTSE UK ALL SH IDX INS GBP ACC | 6.61% |
| IShares UK Equity Index Fund L ACC | 6.28% |
| IShares Japan Equity Index Fund L ACC | 3.56% |
All data as at 31st March 2020 unless otherwise stated.
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Global Equity | 0% |
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Cash | 8% |
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UK Index Linked Bonds | 0% |
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UK Government Bonds | 0% |
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UK Corporate Bonds | 16% |
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Global (ex-UK) Fixed Income | 11% |
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Property | 11% |
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UK Equity | 14% |
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Europe (ex-UK) Equity | 5% |
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North American Equity | 18% |
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Developed Pacific (ex-Japan) Equity | 8% |
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Japan Equity | 4% |
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Emerging Markets Equity | 5% |
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UK Property | 0% |
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Other | 0% |
Strategic Asset Allocation shown above is valid from 17 June 2019
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The John Smith's Stadium, Stadium Way, Huddersfield HD1 6PG. Registered in England under Company No. 07048980.
Verbatim Portfolio Management Limited, The John Smith's Stadium, Stadium Way, Huddersfield HD1 6PG is registered in England under Company No. 07037051, and is authorised and regulated in the UK by the Financial Conduct Authority, FCA number: 515769
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