Model Portfolios

Wrap Model Portfolios

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Cautious Portfolio Risk Level 3

Risk Profile 3 of 10 – Low

An investor is probably concerned about losing money but does not want to ignore the possibility of making higher returns ultimately. They possibly wish for greater returns that are offered by bank accounts and other low-risk investments.

Moderate Portfolio Risk Level 4

Risk Profile 4 of 10 – Lowest medium

A portfolio for this risk profile is most likely to contain mainly low- and medium-risk investments, including money market investments, government bonds, Sterling corporate bonds, and a mix of global bonds as well as Property. It will also be expected to contain some high-risk investments such as shares but held mainly in the UK and other developed markets. Small amounts in other higher-risk investments may also be included. As a result, you should always check that you are comfortable with what’s included.

Balanced Portfolio Risk Level 5

Risk Profile 5 of 10 – Medium

An investor would probably prefer their investment to go up and down less and make more modest returns than risk losing money for higher returns. However, they are probably prepared to accept some falls to make higher returns.

Market Risk Portfolio Risk Level 6-7

Risk Profile 6 & 7 of 10 – Medium/High

An investor would probably concentrate on getting higher returns on their investments. However, they are still probably concerned about too many rises and falls and, as a result, the possibility of losing money.

Adventurous Risk Portfolio Risk Level 8 - 10

 Risk Profile 8 to 10 – High

An investor would probably concentrate on getting higher returns on their investments. However, they are still likely concerned about too many rises and falls and, as a result, the possibility of losing money.

100% Equity with a heavy weighting in the UK, Pacific (excl Japan), and Emerging Markets.

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