Home » Wingate Financial Planning Active Model Portfolios » Short-term for risk profile 4/10
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).
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 | 15.45% |
| Allianz Gilt Yield I Inc | 8.90% |
| Artemis Corporate Bond I Acc | 8.95% |
| Artemis US Smaller Companies I Acc | 2.18% |
| AXA Framlington UK Mid Cap Z Acc | 2.64% |
| BNY Mellon Long Term Global Equity IW Acc | 3.62% |
| Dodge & Cox Worldwide US Stock A Acc | 2.18% |
| Guinness Global Equity Income Y Acc | 3.62% |
| Invesco Corporate Bond Z Acc | 8.95% |
| Invesco Tactical Bond UK Z Acc | 6.57% |
| Janus Henderson Strategic Bond I Acc | 6.57% |
| Jupiter UK Special Situations I Acc | 2.64% |
| Liontrust Special Situations I Inc | 2.64% |
| Loomis Sayles US Equity Leaders N Acc | 2.18% |
| Ninety One UK Sustainable Equity I Acc | 2.64% |
| Schroder Recovery L Acc | 2.64% |
| T Rowe Price Global Focused Growth Equity C9 Acc | 3.62% |
| Vanguard US Equity Index A Acc | 2.18% |
| Waverton Sterling Bond P Acc | 6.57% |
| WS Amati UK Listed Smaller Companies B Acc | 2.64% |
| WS Evenlode Income B Acc | 2.64% |
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 March 2024) of Short-term for risk profile 4/10
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.
All Rights Reserved © 2021 · Wingate Wealth Management Limited · Website by e-innovate