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MoneyShe

PortfoliosSCM Direct/MoneyShe Equity Portfolio

Overview

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

Bonds 0%

Equities 99.8%

Cash 0.2%

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