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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.

Balanced
  • Absolute-return-legend
  • Asian-equity-legend
  • Commercial-property-legend
  • Corporate-bond-legend
  • Emerging-market-equity-legend
  • European-equity-legend
  • High-yield-bond-legend
  • Japanese-equity-legend
  • Strategic-bond-legend
  • Uk-equity-legend
  • Us-equity-legend
Overall PERCENT (%) Sector
25.0 UK EQUITY
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10.0 CORPORATE BOND
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10.0 STRATEGIC BOND
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10.0 COMMERCIAL PROPERTY
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10.0 ABSOLUTE RETURN
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10.0 HIGH YIELD BOND
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8.0 US EQUITY
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6.0 EUROPEAN EQUITY
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5.0 ASIAN EQUITY
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3.0 EMERGING MARKET EQUITY
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3.0 JAPANESE EQUITY
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