Aim of fund:
The portfolio looks to deliver above inflation return (capital growth) through a combination of fixed interest, equity and property investments, but with a higher weighting to equities.
Risk and benchmark performance of fund:
The portfolio has a higher content of equity exposure compared to the defensive, cautious and balanced portfolios. Currently the portfolio holds approximately 14% in assets such as fixed interest and absolute return funds, with the balance in equity funds which can include property. We believe this is the best way to provide potential upside growth with a higher level of risk, however there is less protection against downside risk.
This is a Bespoke Portfolio, and although some of the holdings are similar to the Moderately Adventurous Portfolio the key difference is that this Portfolio doesn’t hold any Investment Trusts.
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The Portfolio was launched on the 1 January 2018. Performance is not currently available.
Split by funds:
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