EQ Model Portfolio

Low Cost – Cautious Plus

This is a multi-asset portfolio is constructed mainly from passively managed, low cost funds. We will select an active fund in cases where we have concerns about the passive options.

Current Portfolio

Fund typeManaged by
Bonds - Government
Vanguard UK Government Bond IndexUnit TrustGregory Davis
A fund that looks to track the performance of UK government bonds
Bonds - Investment Grade
L&G Short Dated Sterling Corporate Bond IndexUnit TrustChad Rakvin
A fund that tracks the performance of investment grade sterling corporate bonds  with maturities of 1-5 years
L&G Sterling Corporate Bond IndexUnit TrustChad Rakvin
A fund that looks to track the performance of Sterling corporate bonds of investment grade quality
Equities - Asia
L&G Pacific IndexUnit TrustChad Rakvin
A fund that looks to track the performance of Asia Pacific ex-Japan equities
Equities - Emerging Markets
BlackRock Emerging Markets Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in global emerging markets
Equities - Europe
BlackRock Continental European Equity TrackerUnit TrustKieran Doyle
A fund that looks to track the performance of large and medium sized companies in Continental Europe
Equities - Japan
Fidelity Japan IndexOEICVincent Gubitosi
A fund that tracks the performance of large and medium sized Japanese companies.
Equities - UK
Fidelity UK IndexOEICMatt Jones
A fund that looks to track the performance of the FTSE All Share Index, which contains all listed companies in the United Kingdom on the main index.
Equities - US
Vanguard US Equity IndexOEICGerard O’Reilly
A fund that looks to track the performance of companies of all sizes in the United States
Property - Direct Property
F&C UK PropertyUnit TrustGuy Glover & Julian Smith
A fund investing predominately in direct commercial property assets in the UK.

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