EQ Model Portfolio: Low Cost – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. 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

Fund typeManaged by
Bonds - Investment Grade
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
iShares 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
iShares 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
BMO UK PropertyUnit TrustGuy Glover & Julian Smith
A fund investing predominately in direct commercial property assets in the UK.