BALANCED INCOME PORTFOLIO
Asset allocation
IMMEDIATE INCOME PORTFOLIO
Asset allocation
ADVENTUROUS PORTFOLIO
Asset allocation
DEFERRED INCOME PORTFOLIO
Asset allocation
1 EMERGING MARKETS EQUITY
15.0%
2 FAR EAST
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
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
28.2%
BONDS
8.8%
CASH
6.5%
EUROPEAN
EQUITIES
11.9%
NORTH AMERICAN
EQUITIES
22.1%
OTHER EQUITIES
1.5%
PROPERTY
0.0%
UK EQUITIES
21.0%
ALTERNATIVES
4.0%
ASIA & PACIFIC
EQUITIES
1.5%
BONDS
27.5%
CASH
7.0%
EUROPEAN
EQUITIES
5.8%
NORTH AMERICAN
EQUITIES
7.9%
OTHER EQUITIES
0.4%
PROPERTY
11.9%
UK EQUITIES
34.0%
KEY
ALTERNATIVES
0.0%
ASIA & PACIFIC
EQUITIES
1.9%
BONDS
48.3%
CASH
7.0%
EUROPEAN
EQUITIES
6.2%
NORTH AMERICAN
EQUITIES
7.7%
OTHER EQUITIES
0.0%
PROPERTY
15.8%
UK EQUITIES
13.1%
KEY
ALTERNATIVES
0.8%
ASIA & PACIFIC
EQUITIES
2.1%
BONDS
21.4%
CASH
6.0%
EUROPEAN
EQUITIES
8.3%
NORTH AMERICAN
EQUITIES
9.9%
OTHER EQUITIES
0.4%
PROPERTY
0.4%
UK EQUITIES
50.7%
Some of the products and investment structures documented within this publication will not be available
to our clients in Asia. For information on the funds that are available please speak with your Partner.
