The Fund will use a broadly balanced investment strategy with the aim of achieving capital growth over the medium to longer term.
To generate the potential for above average returns over the medium to long term by blending a diversified selection of funds, including quality UK and overseas equity and bonds. This portfolio is focused mainly towards equities including overseas. Investors in this portfolio will accept the risk of short to medium term losses which may be substantial with the aim of achieving their long term investment goals.
IShares North American Equity Index Fund | 18.11% |
FORTEM CAP RE IN TRACK-IGBP | 13.25% |
IShares Pacific ex Japan Equity Index Fund (UK) | 12.42% |
ISHARES CONTINENTAL EUROPEAN EQUITY INDE | 8.41% |
VANGUARD EMERG MKTS STK IDX INS GBP ACC | 7.24% |
ISHARES CORPORATE BOND INDEX FUND LACC | 5.68% |
Sterling | 5.28% |
VANGUARD FTSE UK ALL SH IDX INS GBP ACC | 5.19% |
VANGUARD GLOBAL BOND IDX INS GBP H ACC | 4.44% |
PIMCO FUNDS: GLOBAL INVESTORS SERIES PLC | 4.26% |
All data as at 31st December 2020 unless otherwise stated.
|
Global Equity | 0% |
|
Cash | 7% |
|
UK Index Linked Bonds | 0% |
|
UK Government Bonds | 0% |
|
UK Corporate Bonds | 12% |
|
Global (ex-UK) Fixed Income | 7% |
|
Property | 10% |
|
UK Equity | 13% |
|
Europe (ex-UK) Equity | 7% |
|
North American Equity | 21% |
|
Developed Pacific (ex-Japan) Equity | 10% |
|
Japan Equity | 5% |
|
Emerging Markets Equity | 8% |
|
UK Property | 0% |
|
Other | 0% |
Strategic Asset Allocation shown above is valid from 17 June 2019