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
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 September 2019) of Medium-term for risk profile 5/10
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