Risk Profiles – Aggressive Growth
This fund is designed to deliver capital growth and will be more volatile than other portfolios over the longer term.
How risky is this fund?
This portfolio is mostly equity based, less diversified across
asset classes and will be more volatile than the other portfolios.
However, it does offer significant diversification out of sterling.
The minimum suggested investment timescale should be five
years.
Top 10 holdings
Please note
Please be aware that the fund's holdings are merely indicative,
and are subject to change to reflect market circumstances and our
investment policy at our Research Team's discretion.
How does it weigh up?
Asset Allocation
|
Asset Allocation
|
Percentage
|
|
Equities
|
75%
|
|
Cash
|
8%
|
|
Hedge
|
5%
|
|
High Yield Bonds
|
4%
|
|
Quality Bonds
|
3%
|
|
Commodities
|
3%
|
|
Property
|
2%
|
Equity - Geographical
|
Equity Geographical
|
Percentage
|
|
UK
|
37%
|
|
North America
|
17%
|
|
Asia Pacific
|
15%
|
|
Europe
|
13%
|
|
Japan
|
10%
|
|
Emerging Markets
|
8%
|
Equity - Capitalisation
|
Equity Capitalisation
|
Percentage
|
|
Large Caps
|
69%
|
|
Mid Caps
|
22%
|
|
Small Caps
|
9%
|