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 UpdateJuly 2018
Quarterly Market UpdateJuly 2018
Quarterly Portfolio UpdateApril 2018
Quarterly Market UpdateApril 2018
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%FactsheetKID
Threadneedle Dynamic Real Return Fund5%FactsheetKID
Threadneedle Emerging Market Bond Fund4%FactsheetKID
Property%
First State Global Property Securities Fund2%FactsheetKID
Janus Henderson Horizon Pan European Property Equities Fund2%FactsheetKID
UK Equities
12%
Jupiter UK Smaller Companies Fund4%FactsheetKID
AXA Framlington UK Smaller Companies Fund4%FactsheetKID
Standard Life UK Equity Income Unconstrained Fund4%FactsheetKID
US Equities
13%
AXA Framlington American Growth Fund3%FactsheetKID
Artemis US Smaller Companies Fund5%FactsheetKID
L&G US Index Fund5%FactsheetKID
European Equities
12%
Janus Henderson European Smaller Companies Fund4%FactsheetKID
Schroder European Alpha Income Fund4%FactsheetKID
Artemis European Opportunities Fund4%FactsheetKID
Japanese Equities
5%
Neptune Japan Opportunities Fund2.5%FactsheetKID
Legg Mason IF Japan Equity Fund2.5%FactsheetKID
Far East (ex Japan) Equities
6%
Alquity Asia Fund3%FactsheetKID
Hermes Asia Ex Japan Equity Fund3%FactsheetKID
Emerging Markets Equities
10%
Schroder ISF Frontier Markets Equity Fund3%FactsheetKID
Baillie Gifford Emerging Markets Growth Fund3%FactsheetKID
Hermes Global Emerging Markets Fund4%
FactsheetKID
Global Equities
17%
Baillie Gifford Global Discovery Fund5%FactsheetKID
Schroder ISF Global Recovery Fund6%FactsheetKID
Standard Life Global Smaller Companies Fund6%FactsheetKID
Specialist Equities
7%
Baring Global Agriculture Fund3%
FactsheetKID
AXA Framlington BioTech Fund4%FactsheetKID

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.