Elston Diversified Income Portfolio

 
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Portfolio Description

Portfolio objective
The objective of this portfolio is to provide diversified exposure to an income-generative multi-asset portfolio.

Portfolio construction


Key points
1. Multi-asset diversified portfolio, with 60% Equity Allocation
2. Dividend-focused equity income exposure
3. Constructed with ETFs for diversification, transparency and liquidity

About Elston Model Portfolios
Elston Model Portfolios are research portfolios developed for asset owners and asset managers. We believe that asset allocation should focus on delivering outcomes for clients.  From a portfolio construction perspective, Elston uses a systematic investment approach and constructs portfolios using index-tracking ETFs for transparency, efficiency and cost control.
 
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
 
© 2019 Elston Consulting Limited. All rights reserved

 
0.30%
Fund fees
p.a.
10.32%
Return 1 year
6.53%
Volatility 1 year
GBP
Currency
12
No. of funds
Risk category
Risk category
 
Allocation in detail
Asset class / Fund name Chart 4 weeks TER
in % p.a.
Weight
in %
 
Equity, Europe, Fundamental/Quality
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Chart 4 weeks 0.30% 12.00%
 
Equity, United Kingdom, Fundamental/Quality
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Chart 4 weeks 0.30% 12.00%
 
Equity, United States, Fundamental/Quality
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Chart 4 weeks 0.30% 12.00%
 
Equity, Emerging Markets, Fundamental/Quality
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Chart 4 weeks 0.38% 12.00%
 
Equity, Asia Pacific, Dividend
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Chart 4 weeks 0.55% 12.00%
 
Bonds, World, Corporate, 0-3
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Chart 4 weeks 0.17% 8.00%
 
Bonds, World, Corporate, 7-10
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Chart 4 weeks 0.17% 8.00%
 
Bonds, World, Corporate, All maturities
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Chart 4 weeks 0.35% 4.00%
 
Bonds, GBP, United Kingdom, Government, All maturities
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Chart 4 weeks 0.07% 4.00%
 
Bonds, GBP, United Kingdom, Inflation-Linked, All maturities
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Chart 4 weeks 0.10% 4.00%
 
Bonds, GBP, United Kingdom, Government, 3-5
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Chart 4 weeks 0.07% 8.00%
 
Real Estate, World
Show fund selection
Chart 4 weeks 0.59% 4.00%
Portfolio   0.30% 100.00%
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