Our balanced portfolios are suitable for an investor with low-to-medium risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.
Below you can see how our ~47% equity portfolio has performed. This portfolio has grown by 1.79% (net of fees) since the portfolio was launched on July 6th, 2017 to December 1st, 2018.
To put these figures in context, it's useful to compare them against an industry benchmark. To do this, we've used the ARC Indices to illustrate the average performance of our peer group. Over 50 investment services in the UK contribute to the ARC, including Barclays, UBS, Charles Stanley & Rathbones, making it a great tool for analysing how similar offerings have performed.
Disclaimer: The above graph shows monthly trends and should not be used to extrapolate performance on a specific date. With all investments your capital is at risk. Past performance is not an indicator of future performance and you may get back less than you invest.
Your portfolio will be invested in the following funds:
|iShares UK Gilts All Stocks Tracker Fund||BUKGDRA||UK Government Bonds||14.12%|
|iShares Corporate Bond Tracker Fund||BCOBDRA||Company Bonds||27.64%|
|Legal & General Emerging Markets Government Bond USD Index Fund||VANEMPA||Emerging Market Bonds||5.17%|
|PIMCO Global High Yield Bonds||PGHYEPJ||Global High Yield Company Bonds||5.17%|
iShares UK Equity Tracker Fund
|Amundi Index MSCI North America Equity||ANARHGC||US Equities Hedged||7.38%|
|Vanguard U.S. Equity Index Fund||VUSEIDA||US Equities||7.38%|
|iShares Continental European Equity Index Fund UK||BLCEEDA||Europe ex. UK Equities||4.54%|
|iShares Japan Equity Tracker Fund||BJPEDRA||Japanese Equities||2.12%|
|iShares Pacific ex. Japan Equity Tracker Fund||BPXJDRA||Asia ex. Japan Equities||1.07%|
|Vanguard Emerging Markets Stock Index Fund||LGEGUIA||Emerging Markets Equities||3.77%|
The average fund fees for this portfolio are 0.18%.