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 24.40%
    Fixed Income 59.20%
    Diversifying Assets 8.40%
    Alternatives 2.60%
    Cash 5.40%
  • 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 42.30%
    Fixed Income 43.10%
    Diversifying Assets 7.70%
    Alternatives 3.10%
    Cash 3.80%
  • 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 61.60%
    Fixed Income 26.60%
    Diversifying Assets 6.20%
    Alternatives 3.00%
    Cash 2.60%
  • 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 80.50%
    Fixed Income 10.50%
    Diversifying Assets 3.60%
    Alternatives 2.90%
    Cash 2.50%
  • 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 86.20%
    Fixed Income 4.80%
    Diversifying Assets 3.60%
    Alternatives 2.90%
    Cash 2.50%