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

Vanguard FTSE UK All Share Index Unit Trust 14.77%
BCIF UK Equity Tracker L Acc 14.72%
BCIF North America Eqy Tr LA 13.70%
Vanguard Emerging Markets Stock Index Fund 10.08%
BCIF - Pacific Ex - Japan TR - DA Fund 8.02%
BCIF-Corp Bond Tracker-L Acc Fund 7.75%
BCIF- Japan Equity Tracker - DA Fund 6.78%
Vanguard UK ShortTerm Invest Grade Bond Index Fund 6.65%
BCIF Continental Euro - EQ LA 4.92%

All data as at 31st January 2019 unless otherwise stated.

Strategic Asset Allocation

Global Equity 0%
Cash 3%
UK Index Linked Bonds 0%
UK Government Bonds 3%
UK Corporate Bonds 13%
Global (ex-UK) Fixed Income 4%
Global Property 10%
UK Equity 21%
Europe (ex-UK) Equity 9%
North American Equity 18%
Developed Pacific (ex-Japan) Equity 12%
Japan Equity 4%
Emerging Markets Equity 3%
UK Property 0%
Other 0%

Strategic Asset Allocation shown above is valid from 12 November 2018