Core Growth Portfolios

  • Conservative Growth

    Multi Asset B

    The investment objective of the Parallel Conservative 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 35%.

    Asset Allocation

    Equity 22.90%
    Fixed Income 63.10%
    Diversifying Assets 8.60%
    Alternatives 3.50%
    Cash 1.90%
  • Cautious Growth

    Multi Asset C

    The investment objective of the Parallel Cautious 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 provide the potential for greater returns than those available from fixed income and cash the Portfolio may have a bias towards equity holdings, although this will be limited to 60%.

    Asset Allocation

    Equity 39.20%
    Fixed Income 44.50%
    Diversifying Assets 8.00%
    Alternatives 3.80%
    Cash 4.50%
  • Balanced Growth

    Multi Asset D

    The investment objective of the Parallel Balanced 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 provide the potential for greater returns than those available from fixed income and cash the Portfolio may have a bias towards equity holdings, although this will be limited to 85%.

    Asset Allocation

    Equity 57.80%
    Fixed Income 28.50%
    Diversifying Assets 6.60%
    Alternatives 3.80%
    Cash 3.30%
  • Adventurous Growth

    Multi Asset E

    The investment objective of the Parallel Adventurous Growth Portfolio is to achieve capital growth over the medium to long term (5-10 years). The Portfolio offers exposure to a range of collective investments providing diversity across regions and asset classes. To meet its objective the Portfolio is expected to maintain a bias towards equity holdings which could account for 100%. As such, the Portfolio could display high levels of volatility and investors should seek to understand the risks involved.

    Asset Allocation

    Equity 77.00%
    Fixed Income 11.40%
    Diversifying Assets 4.50%
    Alternatives 3.80%
    Cash 3.30%
  • Global Opportunities

    Multi Asset F

    The investment objective of the Parallel Global Opportunities Portfolio is to achieve capital growth over the medium to long term (5-10 years). The Portfolio offers exposure to a range of collective investments providing diversity across regions and sectors, with a significant bias towards equity holdings which could account for 100%. In seeking to maximise returns the Portfolio may also include exposure to some specialist or thematic collective investments which can display heightened volatility, and so investors should ensure that they understand the risks involved.

    Asset Allocation

    Equity 83.20%
    Fixed Income 5.20%
    Diversifying Assets 4.50%
    Alternatives 3.80%
    Cash 3.30%

SRI Portfolios

  • SRI Cautious Growth

    SRI C

    The Portfolio seeks to deliver capital growth over the medium term (5 years plus). The Portfolio provides diversity across regions and asset classes through exposure to a range of collective investments and exchange traded funds (ETFs) selected from a limited, but growing, universe of investments which incorporate ethical, socially responsible or environmental considerations in the choice of their underlying securities. The Portfolio is expected to have a bias towards equity holdings although this is unlikely to exceed 60%.

    Asset Allocation

    Equities 43.00%
    Fixed Interest 31.00%
    Alternatives 12.00%
    Cash 14.00%
  • SRI Balanced Growth

    SRI D

    The Portfolio seeks to deliver capital growth over the medium term (5 years plus). The Portfolio provides diversity across regions and asset classes through exposure to a range of collective investments and exchange traded funds (ETFs) selected from a limited, but growing, universe of investments which incorporate ethical, socially responsible or environmental considerations in the choice of their underlying securities. The Portfolio is expected to have a bias towards equity holdings although this is unlikely to exceed 85%.

    Asset Allocation

    Equities 55.00%
    Fixed Interest 22.00%
    Alternatives 13.00%
    Cash 10.00%

Income Portfolios

  • Conservative Income

    Multi Asset B Inc

    The objective of the Parallel Conservative Income Portfolio is to provide a regular income with the prospect of some 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 35%.

    Asset Allocation

    Equities 25.00%
    Fixed Interest 46.00%
    Alternatives 12.00%
    Cash 17.00%
  • Balanced Income

    Multi Asset D Inc

    The objective of the Parallel Balanced Income Portfolio is to provide a regular income with 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 provide the potential for greater returns than those available from fixed income and cash the Portfolio may have a bias towards equity holdings, although this will be limited to 85%.

    Asset Allocation

    Equities 58.00%
    Fixed Interest 20.00%
    Alternatives 12.00%
    Cash 10.00%

Passive Portfolios

  • Passive Cautious Growth

    Passive C

    The investment objective of the Parallel Passive Cautious Growth Portfolio is to achieve capital growth over the medium term (5 years plus). The Portfolio consists of a range of low-cost passive instruments (including tracker funds and exchange traded funds) to provide diversity across regions and asset classes. Although the portfolio may have a bias towards equity holdings this will be limited to 60%.

    Asset Allocation

    Equities 46.00%
    Fixed Interest 40.00%
    Cash 14.00%
  • Passive Balanced Growth

    Passive D

    The investment objective of the Parallel Passive Balanced Growth Portfolio is to achieve capital growth over the medium term (5 years plus). The Portfolio consists of a range of low-cost passive instruments (including tracker funds and exchange traded funds) to provide diversity across regions and asset classes. Although the portfolio may have a bias towards equity holdings this will be limited to 85%.

    Asset Allocation

    Equities 59.00%
    Fixed Interest 29.00%
    Cash 12.00%
  • Passive Adventurous Growth

    Passive E

    The investment objective of the Parallel Passive Adventurous Growth Portfolio is to achieve capital growth over the medium to longer term (5-10 years). The Portfolio consists of a range of low-cost passive instruments (including tracker funds and exchange traded funds) to provide diversity across regions and asset classes. To meet its objective the Portfolio is expected to maintain a bias towards equity holdings, which could account for 100%, and therefore display high levels of volatility.

    Asset Allocation

    Equities 72.00%
    Fixed Interest 20.00%
    Cash 8.00%