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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.

Income
  • Absolute-return-legend
  • Asian-equity-income-legend
  • Commercial-property-legend
  • Corporate-bond-legend
  • Emerging-market-bonds-legend
  • European-equity-income-legend
  • Global-equity-income-legend
  • High-yield-bond-legend
  • Strategic-bond-legend
  • Uk-equity-income-legend
Overall PERCENT (%) Sector
15.0 UK EQUITY INCOME
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15.0 COMMERCIAL PROPERTY
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15.0 GLOBAL EQUITY INCOME
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15.0 STRATEGIC BOND
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10.0 ABSOLUTE RETURN
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7.5 CORPORATE BOND
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7.5 HIGH YIELD BOND
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5.0 EUROPEAN EQUITY INCOME
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5.0 ASIAN EQUITY INCOME
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5.0 EMERGING MARKET BONDS
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