60/40 Portfolio GBP [.6040GBP]
Portfolio Description Elston Portfolio Code .6040GBP Portfolio objective The objective of this portfolio is to provide a classic two-asset portfolio for GBP investors with a strategic 60/40 equity/bond allocation. Portfolio construction • The equity allocation is 60% of total, split 80/20 Global/UK equities • The bond allocation is 40% 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.
p.a.
| Asset class / Fund name | Chart 4 weeks | TER in % p.a. | Weight in % | |
|---|---|---|---|---|
| Equity, United Kingdom Show fund selection |  | 0.07% | 12.00% | |
| Equity, World Show fund selection |  | 0.22% | 42.00% | |
| Equity, Emerging Markets Show fund selection |  | 0.22% | 6.00% | |
| Bonds, GBP, United Kingdom, Government, All maturities Show fund selection |  | 0.05% | 4.00% | |
| Bonds, GBP, United Kingdom, Inflation-Linked, All maturities Show fund selection |  | 0.07% | 4.00% | |
| Bonds, GBP, World, Corporate, All maturities Show fund selection |  | 0.20% | 8.00% | |
| Bonds, GBP, United Kingdom, Corporate, 3-5 Show fund selection |  | 0.20% | 8.00% | |
| Bonds, World, Corporate, All maturities Show fund selection |  | 0.20% | 4.00% | |
| Bonds, World, Government, All maturities Show fund selection |  | 0.20% | 4.00% | |
| Bonds, GBP, United Kingdom, Government, 3-5 Show fund selection |  | 0.07% | 8.00% | |
| Portfolio | 0.17% | 100.00% | ||
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