IMMEDIATE INCOME PORTFOLIO
Asset allocation
ADVENTUROUS PORTFOLIO
Asset allocation
BALANCED INCOME PORTFOLIO
Asset allocation
DEFERRED INCOME PORTFOLIO
Asset allocation
1 EMERGING MARKETS EQUITY
15.0%
2 FAR EAST
15.0%
3 GREATER EUROPEAN PROGESSIVE
15.0%
4 HIGH OCTANE
15.0%
5 NORTH AMERICAN
15.0%
6 UK & GENERAL PROGRESSIVE
15.0%
7 CORPORATE BOND
10.0%
FUNDALLOCATION
KEY
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
THE INVESTOR CENTRE
THE INVESTOR
|
25
1 EQUITY INCOME
15.0%
2 GLOBAL EQUITY INCOME
15.0%
3 UK & INTERNATIONAL INCOME
15.0%
4 UK HIGH INCOME
15.0%
5 UK INCOME
15.0%
6 CORPORATE BOND
10.0%
7 INTERNATIONAL CORPORATE BOND
10.0%
8 ALTERNATIVE ASSETS
5.0%
FUNDALLOCATION
1 PROPERTY
15.0%
2 EQUITY INCOME
10.0%
3 GLOBAL EQUITY INCOME
10.0%
4 INTERNATIONAL CORPORATE BOND
10.0%
5 INVESTMENT GRADE CORPORATE BOND 10.0%
6 MULTI ASSET
10.0%
7 UK & INTERNATIONAL INCOME
10.0%
8 UK HIGH INCOME
10.0%
9 UK INCOME
10.0%
10 CORPORATE BOND
5.0%
FUNDALLOCATION
KEY
ALTERNATIVES
0.0%
ASIA & PACIFIC
EQUITIES
26.7%
BONDS
9.0%
CASH
5.0%
EUROPEAN
EQUITIES
12.6%
NORTH AMERICAN
EQUITIES
21.5%
OTHER EQUITIES
4.3%
PROPERTY
0.0%
UK EQUITIES
20.9%
ALTERNATIVES
4.0%
ASIA & PACIFIC
EQUITIES
2.5%
BONDS
27.7%
CASH
6.4%
EUROPEAN
EQUITIES
5.0%
NORTH AMERICAN
EQUITIES
7.8%
OTHER EQUITIES
0.3%
PROPERTY
12.0%
UK EQUITIES
34.3%
KEY
ALTERNATIVES
0.0%
ASIA & PACIFIC
EQUITIES
2.6%
BONDS
48.6%
CASH
6.7%
EUROPEAN
EQUITIES
5.7%
NORTH AMERICAN
EQUITIES
7.3%
OTHER EQUITIES
0.0%
PROPERTY
16.0%
UK EQUITIES
13.1%
KEY
ALTERNATIVES
1.0%
ASIA & PACIFIC
EQUITIES
3.6%
BONDS
21.4%
CASH
5.3%
EUROPEAN
EQUITIES
7.1%
NORTH AMERICAN
EQUITIES
9.7%
OTHER EQUITIES
0.3%
PROPERTY
0.4%
UK EQUITIES
51.2%
