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 |
71% |
| Quality Bonds |
7% |
| Cash |
7% |
| Commodities |
3% |
| Hedge |
6% |
| Property |
5% |
| High Yield Bonds |
1% |
Equity - Geographical
| Geographical area |
Percentage |
| UK |
37% |
| Europe |
16% |
| North America |
20% |
| Asia Pacific |
13% |
| Japan |
7% |
| Emerging Markets |
7% |
Equity - Capitalisation
| Capitalisation |
Percentage |
| Large Caps |
63% |
| Mid Caps |
23% |
| Small Caps |
14% |