Portfolio commenced 04 July 2019
OBJECTIVE:
To outperform inflation.
STRATEGY:
Actively managed with a long-term bias to equities. The Portfolio normally invests in a wide range of ETFs to gain significant diversification and exceptional liquidity at very low cost. The portfolio follows the same equity allocation as the SCM Long-Term Return (GBP).
Asset allocation
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Bonds 0%
Equities 99.8%
Cash 0.2%