This portfolio is for investors who are prepared to accept some risk to build their capital in real terms (inflation-adjusted) over the medium to long term. The portfolio is actively managed and diversified across global financial markets and is mainly invested in collective funds, but may also include ETFs (Exchange-Traded Funds) and Investment Trusts. In normal market conditions, and as a guide, the portfolio is expected to have exposure to the equity markets within the range of 20-60%. Consequently, the returns may be lower than from a portfolio that maintains a higher equity weighting.
As a comparative benchmark the Portfolio uses the IA Mixed Investment 20-60% Shares sector. Please note that the benchmark was changed from the IA Mixed Investment 0-35% Shares on 01 November 2016 and this is reflected in the performance chart illustrated below.
Top 10 Holdings
30 November 2017
|Fund Name||Weight (%)|
|GAM Star Credit Opportunities||6.00|
|TwentyFour Dynamic Bond||6.00|
|TwentyFour Monument Bond||6.00|
|Baillie Gifford Corporate Bond||5.00|
|F&C Property Growth & Income||5.00|
|Investec Diversified Income||5.00|
|JP Morgan UK Equity Core||5.00|
|Lazard Glb Listed Infrastructure||5.00|
|Man GLG Cont. European Growth||5.00|
|Premier Defensive Growth||5.00|