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DEFENSIVE PORTFOLIO
Asset allocation
BALANCED PORTFOLIO
Asset allocation
MANAGED FUNDS PORTFOLIO
Asset allocation
CONSERVATIVE PORTFOLIO
Asset allocation
34
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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 ASIA PACIFIC
5.0%
FUNDALLOCATION
KEY
KEY
ALTERNATIVES
33.0%
ASIA & PACIFIC
EQUITIES
1.9%
BONDS
48.8%
CASH
1.0%
EUROPEAN
EQUITIES
2.3%
NORTH AMERICAN
EQUITIES
10.1%
OTHER EQUITIES
1.1%
PROPERTY
0.8%
UK EQUITIES
1.0%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
11.3%
BONDS
28.4%
CASH
6.7%
EUROPEAN
EQUITIES
5.5%
NORTH AMERICAN
EQUITIES
20.4%
OTHER EQUITIES
2.6%
PROPERTY
8.8%
UK EQUITIES
10.3%
ALTERNATIVES
18.0%
ASIA & PACIFIC
EQUITIES
5.4%
BONDS
44.9%
CASH
2.9%
EUROPEAN
EQUITIES
5.9%
NORTH AMERICAN
EQUITIES
18.4%
OTHER EQUITIES
1.8%
PROPERTY
0.8%
UK EQUITIES
1.9%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
7.5%
BONDS
25.1%
CASH
6.0%
EUROPEAN
EQUITIES
11.0%
NORTH AMERICAN
EQUITIES
22.9%
OTHER EQUITIES
2.8%
PROPERTY
0.0%
UK EQUITIES
18.7%
Asset allocation as at 30 December 2016
Unit Trust Portfolios