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 25.94%
    Fixed Interest 45.57%
    Alternatives 12.04%
    Cash 16.45%
  • 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 59.23%
    Fixed Interest 19.50%
    Alternatives 11.79%
    Cash 9.48%