Tactical Portfolios – Asset Allocation

​The Tactical portfolio may have a greater deviation from the benchmark, depending on market conditions and the views of Reeves Independent. The portfolio is reviewed monthly and this means you are required to respond to more frequent proposals.

Current Tactical Portfolios allocation

  •     cautious
  •     balanced
  •     adventurous

Asset Class

​​Portfolio

​Benchmark

Cash

13%

2.5%

Bonds 

14.3%

​7.5%

Property 

* Under normal market circumstances we would advise a 6% allocation to property using three separate funds. Currently this portion of the portfolio is being held as cash for liquidity purposes

4%

​5%

UK Equity

30%

32.5%

Overseas Equity 

24.6%

45%

Specialist

14.1%

​7.5%

  • 2 December, 2016