Model Portfolios

Wrap Model Portfolios

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Cautious Portfolio Risk Level 3

Risk Profile 3 of 10 – Low

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

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 – Low/medium

A portfolio for this risk profile is most likely to contain low-, medium- and high-risk investments, including money market investments, government bonds, Sterling corporate bonds and 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, and also a small amount in other higher-risk investments such as shares in emerging markets. As a result, you should always check that you are comfortable with what’s included.

Market Risk Portfolio Risk Level 6

Risk Profile 6 of 10 – 

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.

Market Risk Portfolio Risk Level 7

 Risk Profile 7 of 10 – 

A portfolio for this risk profile is most likely to contain low-, medium- and high-risk investments, including money market investments, government bonds, Sterling corporate bonds and 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, and also a small amount in other higher-risk investments such as shares in emerging markets. As a result, you should always check that you are comfortable with what’s included.

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