Current Asset Allocation

Each of these portfolios contains different proportions of UK equities, international equities, bonds, cash and alternatives to reflect the investment aims of UK wealth managers. The changes in their values (i.e. the movement up or down of the UK shares, international shares, bonds etc) are represented by the movements of the related indices.

Last reviewed in July 2021 – Changes agreed and implemented from September 1st 2021 – Available here

Next review in October 2021