EQ Model Portfolio: Low Cost – Balanced
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 type | Managed by | |
|---|---|---|
| Bonds - Government | ||
| Vanguard UK Government Bond Index | Unit Trust | Gregory Davis |
| A fund that looks to track the performance of UK government bonds | ||
| Bonds - Investment Grade | ||
| L&G Sterling Corporate Bond Index | Unit Trust | Chad Rakvin |
| A fund that looks to track the performance of Sterling corporate bonds of investment grade quality | ||
| Equities - Emerging Markets | ||
| iShares Emerging Markets Equity Tracker | Unit Trust | Kieran 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 Tracker | Unit Trust | Kieran Doyle |
| A fund that looks to track the performance of large and medium sized companies in Continental Europe | ||
| Equities - Japan | ||
| Fidelity Japan Index | OEIC | Vincent Gubitosi |
| A fund that tracks the performance of large and medium sized Japanese companies. | ||
| Equities - UK | ||
| Fidelity UK Index | OEIC | Matt 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 Index | OEIC | Gerard O’Reilly |
| A fund that looks to track the performance of companies of all sizes in the United States | ||
| Property - Direct Property | ||
| BMO UK Property | Unit Trust | Guy Glover & Julian Smith |
| A fund investing predominately in direct commercial property assets in the UK. | ||
