Long-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 nameWeighting
Wrap Cash1.00%
BlackRock Continental European Inc D Acc3.00%
Fidelity Emerging Markets W Acc7.50%
Fidelity Moneybuilder Income Y Acc GBP8.21%
Franklin UK Mid Cap W Acc9.00%
Investec UK Alpha J Acc9.00%
JPM Emerging Markets C Acc7.50%
Jupiter UK Special Situations I Acc9.00%
Legg Mason IF Royce US Smlr Coms X Acc8.37%
Merian UK Smaller Companies U1 GBP Acc7.07%
Schroder European L Acc3.00%
Schroder Recovery L Acc9.00%
Schroder Tokyo L Acc10.00%
Schroder US Mid Cap L Acc8.37%

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 November 2018) of Long-term for risk profile 9/10

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