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DEFENSIVE PORTFOLIO
Asset allocation
BALANCED PORTFOLIO
Asset allocation
MANAGED FUNDS PORTFOLIO
Asset allocation
CONSERVATIVE PORTFOLIO
Asset allocation
36
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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 INTERNATIONAL EQUITY
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
48.5%
CASH
1.4%
EUROPEAN
EQUITIES
2.6%
NORTH AMERICAN
EQUITIES
9.7%
OTHER EQUITIES
1.2%
PROPERTY
0.8%
UK EQUITIES
0.9%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
11.5%
BONDS
27.6%
CASH
7.3%
EUROPEAN
EQUITIES
5.7%
NORTH AMERICAN
EQUITIES
20.1%
OTHER EQUITIES
2.7%
PROPERTY
8.8%
UK EQUITIES
10.3%
ALTERNATIVES
18.0%
ASIA & PACIFIC
EQUITIES
5.9%
BONDS
44.1%
CASH
3.4%
EUROPEAN
EQUITIES
6.1%
NORTH AMERICAN
EQUITIES
17.9%
OTHER EQUITIES
2.1%
PROPERTY
0.8%
UK EQUITIES
1.7%
ALTERNATIVES
6.0%
ASIA & PACIFIC
EQUITIES
7.8%
BONDS
25.0%
CASH
5.9%
EUROPEAN
EQUITIES
10.2%
NORTH AMERICAN
EQUITIES
25.7%
OTHER EQUITIES
2.3%
PROPERTY
0.0%
UK EQUITIES
17.1%
Asset allocation as at 30 September 2017
Unit Trust Portfolios