EQ Model Portfolio: Low Cost – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 75%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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
Fidelity UK IndexA 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.Details
Equities: Europe
iShares Continental European Equity TrackerA fund that looks to track the performance of large and medium sized companies in Continental EuropeDetails
Equities: Asia
L&G Pacific IndexA fund that looks to track the performance of Asia Pacific ex-Japan equities.Details
Equities: Emerging Markets
iShares Emerging Markets Equity TrackerA fund that looks to track the performance of large and medium sized companies in global emerging marketsDetails
Equities: Japan
Fidelity Japan IndexA fund that tracks the performance of large and medium sized Japanese companies.Details
Defensive
Bonds: Short Dated
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: Government Bonds
Vanguard UK Government Bond IndexA fund that looks to track the performance of UK government bondsDetails
Vanguard US Government Bond IndexA fund that looks to track the performance of US government bondsDetails
Bonds: Corporate Credit - IG
L&G Sterling Corporate Bond IndexA fund that looks to track the performance of Sterling corporate bonds of investment grade quality.Details
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