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DEFENSIVE PORTFOLIO
Asset allocation
BALANCED PORTFOLIO
Asset allocation
MANAGED FUNDS PORTFOLIO
Asset allocation
CONSERVATIVE PORTFOLIO
Asset allocation
26
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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
2.0%
BONDS
48.6%
CASH
1.2%
EUROPEAN
EQUITIES
2.6%
NORTH AMERICAN
EQUITIES
9.6%
OTHER EQUITIES
1.1%
PROPERTY
0.8%
UK EQUITIES
1.1%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
12.0%
BONDS
28.0%
CASH
7.8%
EUROPEAN
EQUITIES
5.7%
NORTH AMERICAN
EQUITIES
19.5%
OTHER EQUITIES
1.8%
PROPERTY
8.4%
UK EQUITIES
10.8%
ALTERNATIVES
18.0%
ASIA & PACIFIC
EQUITIES
5.8%
BONDS
44.6%
CASH
3.4%
EUROPEAN
EQUITIES
6.2%
NORTH AMERICAN
EQUITIES
17.4%
OTHER EQUITIES
1.8%
PROPERTY
0.8%
UK EQUITIES
2.0%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
8.1%
BONDS
25.3%
CASH
5.9%
EUROPEAN
EQUITIES
10.6%
NORTH AMERICAN
EQUITIES
23.0%
OTHER EQUITIES
2.7%
PROPERTY
0.0%
UK EQUITIES
18.4%
Asset allocation as at 30 September 2016
Unit Trust Portfolios