Unit Trust Portfolios
Asset allocation as at 31 March 2014
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
49.4%
Cash
2.6%
european
equities
3.3%
North american
equities
8.8%
other equities
0.3%
Property
0.8%
Uk equities
1.7%
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
4.6%
Bonds
38.9%
Cash
3.7%
european
equities
6.1%
North american
equities
14.7%
other equities
1.4%
Property
0.8%
Uk equities
2.8%
Managed Funds Portfolio
Asset Allocation
1 managed growth
15.0%
2 strategic managed
15.0%
3 balanced managed
14.0%
4 global
14.0%
5 global equity
14.0%
6 international equity
14.0%
7 worldwide opportunities
14.0%
FundAllocation
key
Alternatives
0.0%
asia & pacific
equities
7.8%
Bonds
8.5%
Cash
8.2%
european
equities
16.7%
North american
equities
34.4%
other equities
1.3%
Property
0.0%
Uk equities
23.1%
Balanced Portfolio
Asset Allocation
1 alternative assets
10.0%
2 global
10.0%
3 global equity
10.0%
4 international corporate bond
10.0%
5 investment grade corporate bond 10.0%
6 multi asset
10.0%
7 property
10.0%
8 uk & general progressive
10.0%
9 worldwide opportunities
10.0%
10 far east
5.0%
11 global emerging markets
5.0%
FundAllocation
key
Alternatives
12.0%
asia & pacific
equities
10.7%
Bonds
24.6%
Cash
7.9%
european
equities
6.4%
North american
equities
13.9%
other equities
2.2%
Property
8.4%
Uk equities
13.9%
