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Picking a fund is one thing, putting together a portfolio of funds is another. So our Investment Committee has designed a range of Elite Portfolios. There are five Elite Portfolios, each with different asset allocations.

Click on the portfolios to see more detailed information on each. You can choose one or more, based upon your own risk requirements, and whether or not you want your portfolio to produce an income. You can read more about risk here.

How you then use the portfolios is your choice: you could populate them with Elite Rated funds to see what they would look like, use the asset allocations to rebalance your existing portfolio, or use them as a starting block for an investment via the platform of your choice.

If you would like to learn more about how to build a portfolio, why not read Tony's Tips on constructing a portfolio here.

Cautious

Cautious – Investors in this portfolio are relatively cautious with their investments.

Investors in this portfolio are relatively cautious with their investments. They prefer only taking a small amount of risk to achieve modest returns. They accept that their investment may experience short-term fluctuations in value but they don't want too many nasty surprises. Half of the portfolio will invest in bonds, whilst the remainder is split between equities, commercial property and absolute return.

Balanced

Balanced – Investors in this portfolio have a balanced approach to investing.

Investors in this portfolio have a balanced approach to investing. They do not seek risky investments, but don't avoid them either. They are prepared to put up with some fluctuations in the value of their portfolio in order to achieve better longer-term returns. Half of the fund will invest in equities, a third in bonds, and the remainder in commercial property and absolute return.

Dynamic

Dynamic – Investors in this portfolio are comfortable with investment risk.

Investors in this portfolio are comfortable with investment risk. They are aiming for higher longer-term returns and understand and accept that there may be short periods of volatility. 70% of the portfolio is invested in equities, with the remainder split equally between strategic bonds, commercial property and absolute return.

Adventurous

Adventurous – Investors in this portfolio are happy to take significant levels of risk.

Investors in this portfolio are happy to take significant levels of risk. They are aiming for higher longer-term returns and are likely to have a longer time horizon. 90% of the portfolio is invested in equities, including property shares, with the remainder in absolute return. These investors may like to allocate half of the UK Equity portion to specialist Mid-Cap funds.

Income

Income – Investors in this portfolio are looking to generate an income from their investments

Investors in this portfolio are looking to generate an income from their investments. The portfolio is balanced between income-producing equities (40%), bonds (35%) and commercial property (15%), with 10% in absolute return. The latter will not produce much of an income, but will be used in the portfolio to lower overall volatility and increase diversification.

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