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 30 Sept 2026
| Asset class | Percentage |
|---|---|
| Equity | 58.18% |
| Bond | 39.19% |
| Cash | 2.01% |
| Other | 0.62% |
Allocation to underlying funds
As at 30 Sept 2026
| Percentage | |
|---|---|
| Vanguard U.S. Equity Index Fund | 32.65% |
| Vanguard Global Bond Index Fund | 19.60% |
| Vanguard FTSE U.K. All Share Index Unit Trust | 11.76% |
| Vanguard Emerging Markets Stock Index Fund | 5.64% |
| Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund | 5.25% |
| Vanguard U.S. Government Bond Index Fund | 3.87% |
| Vanguard U.K. Government Bond Index Fund | 3.80% |
| Vanguard U.S. Investment Grade Credit Index Fund | 3.18% |
| Vanguard Euro Government Bond Index Fund | 2.96% |
| Vanguard Japan Stock Index Fund | 2.42% |
| Vanguard U.K. Inflation-Linked Gilt Index Fund | 1.74% |
| Vanguard Euro Investment Grade Bond Index Fund | 1.72% |
| Vanguard U.K. Investment Grade Bond Index Fund | 1.49% |
| Vanguard Pacific ex-Japan Stock Index Fund | 1.08% |
| Vanguard Japan Government Bond Index Fund | 0.84% |
| Cash | 2.00% |
Total allocation percentages shown may not equal 100% due to rounding
As at 30 Sept 2026
| Credit Rating | |
|---|---|
| AAA | 11.06% |
| AA | 49.39% |
| A | 20.57% |
| BBB | 11.43% |
| BB | 0.33% |
| B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| Not Rated | 7.21% |
Platform availability
7im, Abrdn Wrap, Aegon Platform, Aegon Retirement Choices, AJ Bell, Aviva, Fidelity Adviser Solutions, Fundment, Nucleus, Quilter, Scottish Widows, Transact and Wealthtime.
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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