DEFENSIVE PORTFOLIO
Asset allocation
BALANCED PORTFOLIO
Asset allocation
MANAGED FUNDS PORTFOLIO
Asset allocation
CONSERVATIVE PORTFOLIO
Asset allocation
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THE INVESTOR
THE INVESTOR CENTRE
1 MULTI ASSET
40.0%
2 UK ABSOLUTE RETURN
15.0%
3 ALTERNATIVE ASSETS
10.0%
4 GILTS
10.0%
5 INDEX LINKED GILTS
10.0%
6 INTERNATIONAL CORPORATE BOND
10.0%
7 WORLDWIDE OPPORTUNITIES
5.0%
FUNDALLOCATION
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
1 BALANCED MANAGED
15.0%
2 GLOBAL EQUITY
15.0%
3 MANAGED GROWTH
15.0%
4 MULTI ASSET
15.0%
5 STRATEGIC MANAGED
15.0%
6 WORLDWIDE OPPORTUNITIES
15.0%
7 GLOBAL
10.0%
FUNDALLOCATION
KEY
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
KEY
ALTERNATIVES
32.5%
ASIA & PACIFIC
EQUITIES
1.8%
BONDS
49.0%
CASH
1.7%
EUROPEAN
EQUITIES
2.9%
NORTH AMERICAN
EQUITIES
9.1%
OTHER EQUITIES
0.9%
PROPERTY
0.7%
UK EQUITIES
1.4%
ALTERNATIVES
5.5%
ASIA & PACIFIC
EQUITIES
11.9%
BONDS
28.4%
CASH
7.3%
EUROPEAN
EQUITIES
6.8%
NORTH AMERICAN
EQUITIES
17.1%
OTHER EQUITIES
1.9%
PROPERTY
8.6%
UK EQUITIES
12.5%
ALTERNATIVES
17.5%
ASIA & PACIFIC
EQUITIES
5.2%
BONDS
44.6%
CASH
4.4%
EUROPEAN
EQUITIES
6.5%
NORTH AMERICAN
EQUITIES
16.9%
OTHER EQUITIES
1.5%
PROPERTY
0.7%
UK EQUITIES
2.7%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
8.7%
BONDS
14.0%
CASH
7.6%
EUROPEAN
EQUITIES
14.2%
NORTH AMERICAN
EQUITIES
27.0%
OTHER EQUITIES
2.1%
PROPERTY
0.0%
UK EQUITIES
20.4%
Unit Trust Portfolios
Asset allocation as at 30 September 2015
