LWM Bespoke Moderately Adventurous

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.

Portfolio Review:

Quarterly Portfolio UpdateJanuary 2018
Quarterly Market UpdateJanuary 2018

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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Performance:

The Portfolio was launched on the 1 January 2018. Performance is not currently available.

Split by funds:

Fund Name
Percentage Holding
Fixed Interest / Absolute Return14%
Standard Life Global Absolute Return Strategies Fund5%FactsheetKIID
Threadneedle Dynamic Real Return Fund5%FactsheetKIID
Threadneedle Emerging Market Bond Fund4%FactsheetKIID
Property%
First State Global Property Securities Fund2%FactsheetKIID
Janus Henderson Horizon Pan European Property Equities Fund2%FactsheetKIID
UK Equities
12%
Jupiter UK Smaller Companies Fund4%FactsheetKIID
AXA Framlington UK Smaller Companies Fund4%FactsheetKIID
Standard Life UK Equity Income Unconstrained Fund4%FactsheetKIID
US Equities
13%
AXA Framlington American Growth Fund3%FactsheetKIID
Artemis US Smaller Companies Fund5%FactsheetKIID
L&G US Index Fund5%FactsheetKIID
European Equities
12%
Janus Henderson European Smaller Companies Fund4%FactsheetKIID
Schroder European Alpha Income Fund4%FactsheetKIID
Artemis European Opportunities Fund4%FactsheetKIID
Japanese Equities
5%
Neptune Japan Opportunities Fund2.5%FactsheetKIID
Legg Mason IF Japan Equity Fund2.5%FactsheetKIID
Far East (ex Japan) Equities
6%
Alquity Asia Fund3%FactsheetKIID
Hermes Asia Ex Japan Equity Fund3%FactsheetKIID
Emerging Markets Equities
10%
Schroder ISF Frontier Markets Equity Fund3%FactsheetKIID
Baillie Gifford Emerging Markets Growth Fund3%FactsheetKIID
Hermes Global Emerging Markets Fund4%
FactsheetKIID
Global Equities
17%
Baillie Gifford Global Discovery Fund5%FactsheetKIID
Schroder ISF Global Recovery Fund6%FactsheetKIID
Standard Life Global Smaller Companies Fund6%FactsheetKIID
Specialist Equities
7%
Baring Global Agriculture Fund3%
FactsheetKIID
AXA Framlington BioTech Fund4%FactsheetKIID

Important notes

Factsheets

These factsheets are provided by third parties for information. LWM is not responsible for these factsheets, has not reviewed them, and accepts no liability in connection with your use of them or any of their content. These factsheets display the fund manager’s standard retail charges and please note that product charges and fees may replace the charges displayed.