Unit Trust Portfolios
Asset allocation as at 31 December 2013
Immediate Income Portfolio
Asset Allocation
Adventurous Portfolio
Asset Allocation
Conservative Portfolio
Asset Allocation
Defensive Portfolio
Asset Allocation
24
|
THE INVESTOR
the investor centre
1 index linked gilts
15.0%
2 multi asset
15.0%
3 uk absolute return
15.0%
4 alternative assets
10.0%
5 gilts
10.0%
6 international corporate bond
10.0%
7 investment grade corporate bond 10.0%
8 worldwide opportunities
10.0%
9 international equity
5.0%
FundAllocation
key
Alternatives
32.0%
asia & pacific
equities
1.1%
Bonds
49.3%
Cash
2.6%
european
equities
3.2%
North american
equities
9.0%
other equities
0.3%
Property
0.8%
Uk equities
1.7%
1 far east
15.0%
2 global emerging markets
15.0%
3 greater european progressive
15.0%
4 high octane
15.0%
5 north american
15.0%
6 uk & general progressive
15.0%
7 corporate bond
10.0%
FundAllocation
Alternatives
0.0%
asia & pacific
equities
24.7%
Bonds
8.6%
Cash
6.4%
european
equities
15.9%
North american
equities
18.5%
other equities
3.5%
Property
0.0%
Uk equities
22.4%
key
1 global equity
15.0%
2 multi asset
15.0%
3 alternative assets
10.0%
4 index linked gilts
10.0%
5 international corporate bond
10.0%
6 investment grade corporate bond 10.0%
7 uk absolute return
10.0%
8 worldwide opportunities
10.0%
9 corporate bond
5.0%
10 international equity
5.0%
FundAllocation
key
Alternatives
27.0%
asia & pacific
equities
4.7%
Bonds
38.8%
Cash
3.9%
european
equities
5.9%
North american
equities
14.7%
other equities
1.4%
Property
0.8%
Uk equities
2.8%
1 property
20.0%
2 global equity income
15.0%
3 uk & international income
15.0%
4 corporate bond
10.0%
5 gilts
10.0%
6 index linked gilts
10.0%
7 international corporate bond
10.0%
8 investment grade corporate bond 10.0%
FundAllocation
key
Alternatives
0.0%
asia & pacific
equities
1.7%
Bonds
48.0%
Cash
8.2%
european
equities
6.6%
North american
equities
5.7%
other equities
0.4%
Property
14.6%
Uk equities
14.8%
