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 DIVERSIFIED BOND
10.0%
5 GILTS
10.0%
6 INVESTMENT GRADE 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 INCOME
15.0%
6 STRATEGIC MANAGED
15.0%
7 GLOBAL
10.0%
FUNDALLOCATION
KEY
1 ALTERNATIVE ASSETS
10.0%
2 GLOBAL EQUITY
10.0%
3 INTERNATIONAL CORPORATE BOND
10.0%
4 INTERNATIONAL EQUITY
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
33.0%
ASIA & PACIFIC
EQUITIES
1.9%
BONDS
48.8%
CASH
1.0%
EUROPEAN
EQUITIES
2.9%
NORTH AMERICAN
EQUITIES
9.5%
OTHER EQUITIES
0.8%
PROPERTY
0.8%
UK EQUITIES
1.3%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
11.6%
BONDS
27.9%
CASH
6.3%
EUROPEAN
EQUITIES
5.5%
NORTH AMERICAN
EQUITIES
19.5%
OTHER EQUITIES
1.7%
PROPERTY
9.7%
UK EQUITIES
11.8%
ALTERNATIVES
18.0%
ASIA & PACIFIC
EQUITIES
5.4%
BONDS
44.3%
CASH
3.7%
EUROPEAN
EQUITIES
6.1%
NORTH AMERICAN
EQUITIES
17.5%
OTHER EQUITIES
1.6%
PROPERTY
0.8%
UK EQUITIES
2.6%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
7.5%
BONDS
24.6%
CASH
6.3%
EUROPEAN
EQUITIES
10.7%
NORTH AMERICAN
EQUITIES
22.8%
OTHER EQUITIES
2.6%
PROPERTY
0.0%
UK EQUITIES
19.5%
Asset allocation as at 31 December 2015
