Unit Trust Portfolios
Asset allocation as at 30 September 2014
Managed Funds Portfolio
Asset allocation
Conservative Portfolio
Asset allocation
Defensive Portfolio
Asset allocation
Balanced Portfolio
Asset allocation
24
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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
1.2%
Bonds
49.2%
Cash
2.8%
european
equities
3.6%
North american
equities
8.4%
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
4.8%
Bonds
38.9%
Cash
4.0%
european
equities
6.4%
North american
equities
14.0%
other equities
1.4%
Property
0.8%
Uk equities
2.7%
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
8.7%
Bonds
6.4%
Cash
11.6%
european
equities
15.7%
North american
equities
33.1%
other equities
1.6%
Property
0.0%
Uk equities
22.9%
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 emerging markets equity
5.0%
11 far east
5.0%
FundAllocation
key
Alternatives
12.0%
asia & pacific
equities
11.3%
Bonds
24.5%
Cash
7.4%
european
equities
6.3%
North american
equities
14.1%
other equities
3.3%
Property
8.4%
Uk equities
12.7%
