Risk Profiles – Growth
This fund is designed to deliver capital growth over the longer term.
How risky is this fund?
This fund has more of a bias towards overseas equities, but with a balancing exposure
to fixed interest to reduce volatility. 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 |
55% |
| Quality Bonds |
19% |
| Cash |
6% |
| Hedge |
9% |
| Property |
6% |
| High Yield Bonds |
2% |
| Commodities |
3% |
Equity - Geographical
| Geographical area |
Percentage |
| UK |
42% |
| Europe |
16% |
| North America |
19% |
| Asia Pacific |
11% |
| Japan |
6% |
| Emerging Markets |
6% |
Equity - Capitalisation
| Capitalisation |
Percentage |
| Large Caps |
65% |
| Mid Caps |
22% |
| Small Caps |
13% |