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Home » Wingate Financial Planning Active Model Portfolios » Medium-term for risk profile 9/10

Medium-term for risk profile 9/10

Recommended target asset allocation

You currently have investments in this portfolio, and we show below the recommended asset allocation last quarter (blue) compared with the recommendation for this quarter (red).

Recommended funds and relevant holdings

Below are the current recommended funds we should hold, along with the appropriate percentage of your investment which should be allocated to this fund. You can click on the fund name to bring up a Key Investor Information Document which gives more detail on the fund

Fund name Weighting
Wrap Cash 2.20%
Artemis US Smaller Companies I Acc 5.55%
AXA Framlington UK Mid Cap Z Acc 3.71%
Baillie Gifford Japanese B Acc 3.35%
BlackRock Continental European Income D Acc 3.35%
BNY Mellon Long Term Global Equity IW Acc 3.20%
Dodge & Cox Worldwide US Stock A Acc 5.55%
Federated Hermes Asia ex Japan Equity F Acc 3.35%
Fidelity Emerging Markets W Acc 3.35%
Fidelity European W Acc 3.35%
First State Asia Focus B Acc 3.35%
Guinness Global Equity Income Y Acc 3.20%
Invesco Tactical Bond UK Y Acc 4.40%
Janus Henderson Strategic Bond I Acc 4.40%
Jupiter UK Special Situations I Acc 3.71%
Lazard Emerging Markets A Acc 3.35%
Liontrust Special Situations I Inc 3.71%
Loomis Sayles US Equity Leaders N Acc 5.55%
Man GLG Japan CoreAlpha Professional C Acc 3.35%
Ninety One UK Sustainable Equity I Acc 3.71%
Schroder Recovery L Acc 3.71%
T Rowe Price Global Focused Growth Equity C9 Acc 3.20%
Vanguard US Equity Index A Acc 5.55%
Waverton Sterling Bond P Acc 4.40%
WS Amati UK Listed Smaller Companies B Acc 3.71%
WS Evenlode Income B Acc 3.71%

Historic performance

You can view historic performance of this portfolio by clicking below. You should note that this assumes changes were made as soon as the investment committee had met, and will not take into account either inflows or withdrawals from your fund. Consequently your individual performance could be better or worse, and of course past performance should not be taken as indicator of future investment returns.

Historic performance (to end of December 2023) of Medium-term for risk profile 9/10

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