Core Portfolios – Asset Allocation

The Core portfolio observes an accepted industry benchmark for asset allocation. It is reviewed annually and will have less transaction costs than the tacitcal portfolio. This means you are required to respond to fewer proposals.

  •     cautious
  •     balanced
  •     adventurous

Asset Class

​Portfolio

Benchmark

Cash

7.5%

​5%

Bonds 

15%

​17.5%

Property

* Under normal circumstances we would advise a 10% allocation to property using three separate funds. Currently this portion of the portfolio is being held as cash for liquidity purposes

10%

​5%

UK Equity

27.5%

​30%

Overseas Equity 

25%

32.5%

Specialist

15%

​10%

  • 14 March, 2019