About this model portfolio
Fund objectives
Portfolio facts
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Total returns
Portfolio data
Asset allocation
As at 31 May 2026
| Percentage | |
|---|---|
| Equity | 96.84% |
| Bond | 0.01% |
| Cash | 2.00% |
| Other | 1.15% |
Allocation to underlying funds
As at 31 May 2026
| Percentage | |
|---|---|
| Vanguard U.S. Equity Index Fund | 49.63% |
| Vanguard FTSE U.K. All Share Index Unit Trust | 24.50% |
| Vanguard Emerging Markets Stock Index Fund | 9.12% |
| Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund | 8.86% |
| Vanguard Japan Stock Index Fund | 4.07% |
| Vanguard Pacific ex-Japan Stock Index Fund | 1.82% |
| Cash | 2.00% |
Total allocation percentages shown may not equal 100% due to rounding
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
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