EQ Model Portfolio: Low Cost – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 100% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. As a high risk portfolio, its performance is expected to be volatile.

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: 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