HC Verbatim Multi-Index Portfolio 6 Fund

About this fund

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 focuses 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

BCIF North America Eqy Tr LA 18.69%
BCIF-Pacific EX-Japan TR-DA Fund 12.66%
IShares FTSE EPRA/NAR UK PRP ETF 11.45%
BCIF UK Equity Tracker L Acc 9.41%
Vanguard FTSE UK All Share Index Unit Trust 8.72%
BCIF-Corp Bond Tracker-L Acc Fund 6.82%
BCIF Continental Euro - EQ LA 6.49%
Vanguard UK ShortTerm Invest Grade Bond Index Fund 4.85%
BCIF-Japan Equity Tracker - DA Fund 4.43%
Vanguard Inv Series PLC - Global Bond Index Fund 4.40%

All data as at 30th April 2019 unless otherwise stated.

Strategic Asset Allocation

 
Global Equity 0%
 
Cash 5%
 
UK Index Linked Bonds 0%
 
UK Government Bonds 0%
 
UK Corporate Bonds 15%
 
Global (ex-UK) Fixed Income 9%
 
Property 9%
 
UK Equity 12%
 
Europe (ex-UK) Equity 10%
 
North American Equity 17%
 
Developed Pacific (ex-Japan) 12%
 
Japan Equity 5%
 
Emerging Markets Equity 6%
 
UK Property 0%
 
Other 0%

Strategic Asset Allocation shown above is valid from 4 April 2019