Risk Profiles - Income
This fund is designed to deliver income with the potential for modest capital growth over the longer term.
How risky is this fund?
A higher exposure to fixed interest than the models for growth
investors. The minimum suggested investment timescale for such a
portfolio should be 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
|
|
Equities
|
36%
|
|
Quality Bonds
|
23%
|
|
High Yield Bonds
|
14%
|
|
Cash
|
9%
|
|
Hedge
|
9%
|
|
Property
|
6%
|
|
Commodities
|
3%
|
Equity - Geographical
|
Equity Geographical
|
Percentage
|
|
UK
|
57%
|
|
North America
|
14%
|
|
Asia Pacific
|
12%
|
|
Europe
|
10%
|
|
Japan
|
6%
|
|
Emerging Markets
|
1%
|
Equity - Capitalisation
|
Equity Capitalisation
|
Percentage
|
|
Large Caps
|
73%
|
|
Mid Caps
|
20%
|
|
Small Caps
|
6%
|