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Growth core strategy 218kb
Whilst the strategy constantly evolves in line with market dynamics, the parameters are featured below:
Investment Objective
To increase the capital value of the portfolio in real terms over the long term by investing through a diversified portfolio of ' collective' investments which may invest in UK and international equities, corporate and sovereign bonds and cash.
Risk Profile
The capital value will fluctuate in the medium term and capital values may be negative over the short term. Risk profile - medium to high.
Minimum Investment Period
The strategy is not appropriate for investors with a time horizon of less than 5 years.
Liquidity
Typically liquidity will not exceed 25%.
Typical Strategy Asset Allocation
UK Equities 40% - 70%
International Equities 10% - 40% of which:
US 0% - 10%
EU 0% - 10%
Japan 0% - 10%
Far East 0% - 10%
Emerging Markets 0% - 10%
Bonds 5% - 20%
Cash 0% - 20%