Tactical Asset Allocation Portfolios

General Tactical Asset Allocation Portfolio

Fund (Ticker) - asset class2019 allocation %Total returns %(03.12.2018 to 26.11.2019)2020 Allocation %
iShares FTSE 100 (ISF) - UK large cap equity7.59.55
Vanguard FTSE 250 (VMID) - UK mid-cap equity515.17.5
db X-trackers Eurostoxx (XESC) - Eurozone equity514.25
Vanguard S&P 500 (VUSA) - American equity7.513.57.5
iShares MSCI Japan (IJPA) - Japan equity7.58.47.5
iShares MSCI Emerging Markets (EMIM) - EM equity7.54.37.5
Lyxor FTSE Actuaries Gilts 0-5 year (GIL5) - UK Gov bonds51.35
Lyxor iBoxx US Treasury 1-3 yrs (U13G) - US Gov bonds7.52.8SOLD
iShares Corporate bonds 0-5yr (IS15) - £ Corp bonds54.47.5
HSBC FTSE Epra Nareit (HPRO) - global real estate1012.17.5
Invesco Physical Gold ETC (SGLD) 517.85
M&G Global Listed Infrastructure (MGLIGAA) 1021.910
MI Twenty Four Monument Bond Fund (PTWFARA)7.51.8SOLD
Cash50.725
iShares Fallen Angels (RISE) - High yield corp bonds   5
iShares Automation and Robotics (RBTX) - global equity  5
Augmentum Fintech (AUGM) - European (inc UK) equity  5
Impax Environment Markets (IEM) - global equity  5
 Total portfolio 20199.1 
 3 year rate of return6.5 
 3 year absolute return20.8 

Source: Investors Chronicle and Bloomberg

 

 

Latest about this portfolio

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now