The investment objective of the Parallel Defensive Growth Portfolio is to achieve capital growth over the medium term (5 years plus). The Portfolio offers exposure to a range of collective investments providing diversity across regions and asset classes. To reduce investment risk the Portfolio maintains a bias towards fixed income and cash, with equity holdings limited to 20%.
As a comparative benchmark the Portfolio uses a composite of 35% IA Money Market:65% IA Mixed Investment 0-35% Shares, and has a targeted return of the Consumer Price Index (CPI) + 1% over a rolling three-year period.
Top 10 Holdings
31 August 2018
|Fund Name||Weight (%)|
|RLAM ST Money Market||15.00|
|Artemis Strategic Bond||8.00|
|Investec Diversified Income||8.00|
|RLAM Short Dur Glb HY Bond||8.00|
|TwentyFour Dynamic Bond||8.00|
|Baillie Gifford Strategic Bond||7.00|
|F&C Property Growth & Income||7.00|
|TwentyFour Monument Bond||7.00|
|AHFM Defined Returns||5.00|
|Artemis Global Income||4.00|