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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.

Cautious
  • Absolute-return-legend
  • Asian-equity-legend
  • Commercial-property-legend
  • Corporate-bond-legend
  • European-equity-legend
  • High-yield-bond-legend
  • Strategic-bond-legend
  • Uk-equity-legend
  • Us-equity-legend
Overall PERCENT (%) Sector
20.0 CORPORATE BOND
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20.0 STRATEGIC BOND
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15.0 UK EQUITY
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15.0 COMMERCIAL PROPERTY
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10.0 ABSOLUTE RETURN
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10.0 HIGH YIELD BOND
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5.0 US EQUITY
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3.0 EUROPEAN EQUITY
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2.0 ASIAN EQUITY
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