Elston Charity Multi-Asset Income Portfolio .ECMAI

 
 
Portfolio Description

Elston Portfolio Code .ECMAI Portfolio Objective •The objective of this portfolio is to provide a diversified income yield from a broad range of asset classes and geographies. •This portfolio is weighted according to an optimised strategic asset allocation with an income bias. Key points 1   Multi-asset 2   Broad diversification 3   High income bias For GBP investors About Elston Model Portfolios Elston Model Portfolios  are research portfolios developed for asset managers and financial advisers. We believe that asset allocation should focus on delivering outcomes for clients.  From a portfolio construction perspective, Elston uses a quantitative investment approach and constructs portfolios using low-cost ETFs for transparency, efficiency and cost control. For more information, visit the Elston Consulting website.

Publication of this research portfolio does not constitute an advertisement or financial promotion. It is provided for informational purposes only and is not intended to be an offer or solicitation, or the basis for any contract to purchase or sell any security or other instrument, or for Elston Consulting Limited to enter into or arrange any type of transaction as a consequence of any information contained herein. Elston Consulting Limited registered in England & Wales, registration number 07125478, registered office 20-22 Bedford Row, London WC1R 4JS.

© Elston Consulting Limited. All rights reserved. 

 
0,40%
Fund fees
p.a.
8,32%
5 years p.a.
7,12%
Volatility 1 year
GBP
Currency
14
Aantal ETF's
Risk category
Risk category
 
Allocation in detail
Asset class / Fund name Chart 4 weeks TER
in % p.a.
Weight
in %
 
Aandelen, Azië-Pacific, Dividend
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Chart 4 weeks 0,59% 15,00%
 
Aandelen, Opkomende markten, Dividend
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Chart 4 weeks 0,65% 5,00%
 
Aandelen, Europa, Dividend
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Chart 4 weeks 0,40% 15,00%
 
Aandelen, Verenigde Staten, Dividend
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Chart 4 weeks 0,35% 15,00%
 
Aandelen, Verenigd Koninkrijk, Dividend
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Chart 4 weeks 0,40% 15,00%
 
Obligaties, GBP, Wereld, Corporate, Alle looptijden
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Chart 4 weeks 0,20% 4,00%
 
Obligaties, GBP, Verenigd Koninkrijk, Inflatiegebonden, Alle looptijden
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Chart 4 weeks 0,10% 4,00%
 
Obligaties, GBP, Verenigd Koninkrijk, Corporate, 1-3
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Chart 4 weeks 0,09% 4,00%
 
Obligaties, Wereld, Corporate, Alle looptijden
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Chart 4 weeks 0,20% 4,00%
 
Obligaties, Wereld, Corporate, Alle looptijden
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Chart 4 weeks 0,55% 5,00%
 
Edelmetalen, Gold
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Chart 4 weeks 0,12% 2,00%
 
Grondstoffen, Brede markt
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Chart 4 weeks 0,40% 2,00%
 
Vastgoed, Wereld
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Chart 4 weeks 0,59% 5,00%
 
Vastgoed, Verenigd Koninkrijk
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Chart 4 weeks 0,40% 5,00%
Portfolio   0,40% 100,00%
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