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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 ASIA PACIFIC
15.0%
3 GREATER EUROPEAN PROGRESSIVE
15.0%
4 GLOBAL SMALLER COMPANIES
15.0%
5 NORTH AMERICAN
15.0%
6 UK & GENERAL PROGRESSIVE
15.0%
7 CORPORATE BOND
10.0%
FUNDALLOCATION
KEY
1 DIVERSIFIED BOND
20.0%
2 STRATEGIC INCOME
15.0%
3 CORPORATE BOND
10.0%
4 GILTS
10.0%
5 GLOBAL EQUITY INCOME
10.0%
6 INTERNATIONAL CORPORATE BOND
10.0%
7 INVESTMENT GRADE CORPORATE BOND 10.0%
8 PROPERTY
10.0%
9 WORLDWIDE INCOME
5.0%
FUNDALLOCATION
THE INVESTOR CENTRE
THE INVESTOR
|
35
1 STRATEGIC INCOME
20.0%
2 EQUITY INCOME
15.0%
3 GLOBAL EQUITY INCOME
15.0%
4 UK & INTERNATIONAL INCOME
15.0%
5 UK HIGH INCOME
15.0%
6 WORLDWIDE INCOME
15.0%
7 CORPORATE BOND
5.0%
FUNDALLOCATION
1 STRATEGIC INCOME
20.0%
2 DIVERSIFIED BOND
15.0%
3 PROPERTY
15.0%
4 GLOBAL EQUITY INCOME
10.0%
5 INVESTMENT GRADE CORPORATE BOND 10.0%
6 UK & INTERNATIONAL INCOME
10.0%
7 WORLDWIDE INCOME
10.0%
8 EQUITY INCOME
5.0%
9 UK HIGH INCOME
5.0%
FUNDALLOCATION
KEY
ALTERNATIVES
0.0%
ASIA & PACIFIC
EQUITIES
24.4%
BONDS
9.4%
CASH
6.3%
EUROPEAN
EQUITIES
15.0%
NORTH AMERICAN
EQUITIES
21.5%
OTHER EQUITIES
5.1%
PROPERTY
0.0%
UK EQUITIES
18.3%
ALTERNATIVES
0.0%
ASIA & PACIFIC
EQUITIES
2.9%
BONDS
38.4%
CASH
4.8%
EUROPEAN
EQUITIES
8.2%
NORTH AMERICAN
EQUITIES
13.3%
OTHER EQUITIES
0.8%
PROPERTY
12.4%
UK EQUITIES
19.2%
KEY
ALTERNATIVES
0.0%
ASIA & PACIFIC
EQUITIES
2.3%
BONDS
68.7%
CASH
3.4%
EUROPEAN
EQUITIES
5.0%
NORTH AMERICAN
EQUITIES
9.6%
OTHER EQUITIES
0.6%
PROPERTY
8.3%
UK EQUITIES
2.1%
KEY
ALTERNATIVES
0.0%
ASIA & PACIFIC
EQUITIES
4.0%
BONDS
18.7%
CASH
4.5%
EUROPEAN
EQUITIES
12.7%
NORTH AMERICAN
EQUITIES
18.6%
OTHER EQUITIES
1.0%
PROPERTY
0.0%
UK EQUITIES
40.5%
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.