EQ Model Portfolio: Best Ideas – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Current Portfolio

Growth
Equities: US & North America
Vanguard US Equity IndexA fund that looks to track the performance of companies of all sizes in the United States.Details
Equities: UK
Liontrust Special SituationsA long only UK equity growth fund consisting of high quality companies with strong balance sheetsDetails
Royal London Sustainable Leaders TrustThis is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.Details
Equities: Asia
Stewart Investors Asia Pacific LeadersThe First State Asia Pacific Leaders Fund focuses on large cap stocks with a minimum market cap of $1bn. The fund utilises a team of 22 well-seasoned Asian equity specialists through a stable and well-defined process to uncover compelling stock ideas to construct a high conviction portfolio.Details
Equities: Japan
Baillie Gifford JapaneseAn equity fund investing in large sized Japanese companies.Details
Equities: Emerging Markets
Hermes Global Emerging MarketsAn equity fund investing predominately in stocks of emerging market countries.Details
Equities: Global
Fundsmith EquityA global equity fund investing in companies with sustainably growing cash flows and durable business models.Details
Equities: Thematic
Smith & Williamson Artificial IntelligenceA thematic equity fund investing in companies whose products or services are involved in Artificial Intelligence technologies.Details
Mixed Investments
Mixed Investments: IA OE Mixed Investment 20-60%
Troy TrojanThis is a multi-asset fund that will invest in a range of asset classes from traditional equities (UK and overseas), fixed income instruments, collective investment schemes and money market instruments.Details
CG Absolute ReturnA mixed-asset fund investing across asset classes, both risk assets at an intrinsic discount, as well as a variety of defensive strategies to provide suitable ballast.Details
Mixed Investments: IA OE Mixed Investments 0-35%
Ninety One Diversified IncomeA fund investing across the full spectrum of asset classes, allocating across equities, bonds, commodities, infrastructure, property, in addition to a derivative overlay to offer protection.Details
Defensive
Bonds: Short Dated
TwentyFour Monument BondA fixed income fund investing exclusively in lower risk Asset Backed Securities across Europe.Details
L&G Short Dated Sterling Corporate Bond IndexA fund that tracks the performance of investment grade sterling corporate bonds with maturities of 1-5 years.Details
Bonds: Flexible Bonds
Janus Henderson Strategic BondA fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.Details
TwentyFour Dynamic BondAn unconstrained fixed income fund that invests in a broad range of bonds and fixed-income assets, managed by a team of industry veterans who were involved in the development of the fixed income markets over the last 25 years.Details
Bonds: Government Bonds
Vanguard US Government Bond IndexA fund that looks to track the performance of US government bondsDetails
Alternatives
Absolute Return: Directional Trading
JPMorgan Global Macro OpportunitiesThe fund should be viewed as an Absolute Return vehicle, attempting to generate a return of cash + 7% by identifying and investing in macroeconomic themes globally that are likely to drive asset prices.Details
Montlake DUNN WMA InstitutionalA 100% systematic trend following program that is adaptive to the market risk environment and the trend characteristics prevalent at any time. The portfolio encompasses global financial, energy, metal and agriculture futures markets.Details
Absolute Return: Relative Value
Goldman Sachs Global Strategic Macro BondThe fund invests in global fixed income markets, focused mostly on developed market interest rates and currencies. The investment philosophy is focused on macroeconomic fundamentals and takes both long and short positions across markets.Details