Asset Allocations

Please note: these figures are reviewed quarterly.

Sectors Percent
UK
BlackRock UK Income 4
M&G Recovery 5
Old Mutual UK Select Mid Cap 4
Sector Total 13
Europe
Jupiter European 3
Neptune European Opportunities 4
Sector Total 7
UK Fixed Interest
M&G Gilt & Fixed Interest 12
Inv Perp Corporate Bond 13
M&G Corporate Bond 13
Sector Total 38
North America
M&G American 4
Neptune US Opportunities 3
Schroder US Smaller Cos 0
Sector Total 7
Far East excl. Japan
Gartmore China Opps 5
Sector Total 5
Japan
Invesco Perpetual Japan 5
Sector Total 5
Property
SWIP Property 10
Aviva International Property 5
Sector Total 15
International Fixed Interest
Newton International Bond 0
Sector Total 0
Emerging Markets
Aberdeen Global Emerging Markets 5
Sector Total 5
Global Specialist
BlackRock Gold & General 5
Sector Total 5
Cash / Money Markets
Invesco Perpetual Money 0
Sector Total 0
Total 100

Source: Internal.

Top of Page