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MoneyShe

PortfoliosSCM Direct/MoneyShe Absolute Return

Overview

Portfolio commenced 8th June 2009

Objective
To substantially outperform cash whilst aiming to reduce downside risk. Please note that whilst we aim to achieve positive returns over three-year rolling periods, there is no guarantee that such a return will be achieved over this or any other period.

Strategy
Actively managed and may be all equity, all bonds or all cash. It normally invests in a wide range of ETFs to gain significant diversification and exceptional liquidity at very low cost.

Asset allocation

Bonds 41.6%

Equities 58.2%

Cash 0.3%

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