Long-term for risk profile 4/10


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 1.00%
Allianz Gilt Yield I Inc 12.95%
Artemis US Smaller Companies I Acc GBP 2.09%
AXA Framlington UK Mid Cap Z Acc 3.30%
Baillie Gifford Japanese B Acc 5.00%
BNY Mellon Global Dynamic Bond W Acc GBP 2.56%
Fidelity Emerging Markets W Acc 7.99%
Fidelity MoneyBuilder Income W Acc 15.00%
Invesco Corporate Bond UK Y Acc 15.00%
JPM US Equity Income C Acc 2.09%
Jupiter UK Special Situations I Acc 3.30%
Liontrust Special Situations I Inc 3.30%
Loomis Sayles US Equity Leaders N Acc GBP 2.09%
Man GLG Japan Core Alpha Professional C Acc 5.00%
Merian UK Alpha U1 GBP Acc 3.30%
Merian UK Smaller Companies U1 GBP Acc 10.65%
Schroder Recovery L Acc 3.30%
Vanguard US Equity Index A Acc 2.09%

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 June 2020) of Long-term for risk profile 4/10

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