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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.

Dynamic
  • Absolute-return-legend
  • Asian-equity-legend
  • Commercial-property-legend
  • Emerging-market-equity-legend
  • European-equity-legend
  • Japanese-equity-legend
  • Strategic-bond-legend
  • Uk-equity-legend
  • Uk-smaller-companies-legend
  • Us-equity-legend
Overall PERCENT (%) Sector
20.0 UK EQUITY
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13.0 US EQUITY
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10.0 UK SMALLER COMPANIES
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10.0 EUROPEAN EQUITY
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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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7.0 ASIAN EQUITY
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5.0 JAPANESE EQUITY
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5.0 EMERGING MARKET EQUITY
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