Risk Profiles – Defensive
This fund is designed to deliver modest capital growth whilst maintaining low volatility over the longer term.
How risky is this fund?
This fund will typically be fairly balanced across asset classes
but with a bias to equity, fixed interest and hedge funds. Lack of
correlation between assets is expected to provide low volatility.
The minimum suggested investment timescale is three to 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
|
|
Cash
|
25%
|
|
Hedge
|
21%
|
|
Quality Bonds
|
17%
|
|
Equities
|
16%
|
|
High Yield Bonds
|
9%
|
|
Property
|
8%
|
|
Commodities
|
4%
|
Equity - Geographical
|
Equity Geographical
|
Percentage
|
|
UK
|
43%
|
|
North America
|
21%
|
|
Europe
|
15%
|
|
Asia Pacific
|
13%
|
|
Japan
|
5%
|
|
Emerging Markets
|
3%
|
Equity - Capitalisation
|
Equity Capitalisation
|
Percentage
|
|
Large Caps
|
84%
|
|
Mid Caps
|
13%
|
|
Small Caps
|
3%
|