Risk Profile – Income & Growth
This fund is designed to deliver a rising level of income and modest capital growth over the longer term.
How risky is this fund?
This fund typically has a bias to equities, but is well
diversified across asset classes. The minimum suggested investment
timescale for such a portfolio 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
|
46%
|
|
Quality Bonds
|
14%
|
|
Hedge
|
11%
|
|
Cash
|
11%
|
|
High Yield Bonds
|
9%
|
|
Property
|
6%
|
|
Commodities
|
3%
|
Equity - Geographical
|
Equity Geographical
|
Percentage
|
|
UK
|
49%
|
|
North America
|
17%
|
|
Europe
|
14%
|
|
Asia Pacific
|
11%
|
|
Japan
|
7%
|
|
Emerging Markets
|
2%
|
Equity - Capitalisation
|
Equity Capitalisation
|
Percentage
|
|
Large Caps
|
73%
|
|
Mid Caps
|
18%
|
|
Small Caps
|
9%
|