40/60 Portfolio GBP [.4060GBP]

 
 
Portfolio Description

Portfolio Description
Elston Portfolio Code .4060GBP
 
Portfolio objective
The objective of this portfolio is to provide a classic two-asset portfolio for GBP investors with a strategic 40/60 equity/bond allocation.
 
Portfolio construction
• The equity allocation is 40% of total, split 80/20 Global/UK equities
• The bond allocation is 60% of total, split 20/80 Global/UK bonds and 50/50 Corporate/Government Bonds
• The UK bond allocation is split equally across Corporate Bonds, Government Bonds (conventional & inflation linked), shorter duration Corporate Bonds and shorter duration Government Bonds
 
Key points
1. Two-asset portfolio
2. Global and UK equity exposure with predominantly GBP-based bonds
3. Diversifed bond exposure across issuer types, and maturities
 
About Elston Model Portfolios
Elston Model Portfolios are research portfolios developed for asset owners and asset managers.
For more information, visit the ElstonETF 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 42 Brook Street, London W1K 5DB.  © Elston Consulting Limited. All rights reserved.

 
0.19%
Fund fees
p.a.
-0.85%
Return 1 year
5.56%
Volatility 1 year
GBP
Currency
10
No. of funds
Risk category
Risk category
 
Allocation in detail
Asset class / Fund name Chart 4 weeks TER
in % p.a.
Weight
in %
 
Equity, United Kingdom
Show fund selection
Chart 4 weeks 0.07% 8.00%
 
Equity, World
Show fund selection
Chart 4 weeks 0.25% 28.00%
 
Equity, Emerging Markets
Show fund selection
Chart 4 weeks 0.25% 4.00%
 
Bonds, GBP, United Kingdom, Corporate, All maturities
Show fund selection
Chart 4 weeks 0.20% 12.00%
 
Bonds, GBP, United Kingdom, Corporate, 3-5
Show fund selection
Chart 4 weeks 0.20% 12.00%
 
Bonds, World, Corporate, All maturities
Show fund selection
Chart 4 weeks 0.20% 6.00%
 
Bonds, World, Government, All maturities
Show fund selection
Chart 4 weeks 0.20% 6.00%
 
Bonds, GBP, United Kingdom, Government, 3-5
Show fund selection
Chart 4 weeks 0.20% 12.00%
 
Bonds, GBP, United Kingdom, Government, All maturities
Show fund selection
Chart 4 weeks 0.07% 6.00%
 
Bonds, GBP, United Kingdom, Inflation-Linked, All maturities
Show fund selection
Chart 4 weeks 0.07% 6.00%
Portfolio   0.19% 100.00%
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