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 18.75%
BCIF-Pacific EX-Japan TR-DA Fund 12.93%
IShares FTSE EPRA/NAR UK PRP ETF 10.26%
BCIF UK Equity Tracker L Acc 9.31%
Vanguard FTSE UK All Share Index Unit Trust 8.92%
BCIF Continental Euro - EQ LA 6.65%
BCIF-Corp Bond Tracker-L Acc Fund 6.41%
Vanguard UK ShortTerm Invest Grade Bond Index Fund 4.83%
Vanguard Inv Series PLC - Global Bond Index Fund 4.46%
BCIF-Japan Equity Tracker - DA Fund 4.42%

All data as at 28th June 2019 unless otherwise stated.

Strategic Asset Allocation

 
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