A well-balanced portfolio is crucial for building wealth and limiting risk. Each of our portfolios includes between 10 and up to 15 funds and each one represents a specific market. This is how our list is now, but we do continual research and it may change over time based on our investment views and strategy.
Trading Symbol | Fund Name | Asset Class |
Equities | ||
BUKEDRA LN Equity | BlackRock UK Equity Tracker Fund | UK Equities |
ANARHGC LX Equity | Amundi Index MSCI North American Fund | North American Equities |
BLCEEDA LN Equity | BlackRock Continential European Equity Tracker Fund | European Equities (ex. UK) |
BPXJDRA LN Equity | BlackRock Pacific Ex-Japan Tracker Fund | Asian and Australasian Equities (ex. Japan) |
BJPEDRA LN Equity | BlackRock Japan Equity Tracker Fund | Japanese Equities |
VANGMSA ID Equity | Vanguard Global Small Cap Index Fund | Global Small-Cap Equities |
VAVGEMA ID Equity | Vanguard Emerging Markets Stock Index Fund | Emerging Market Equities |
Bonds | ||
BUKGADA LN Equity | BlackRock UK Gilts All Stocks Tracker Fund | UK Government Bonds |
BCOBDRA LN Equity | BlackRock Corporate Bond Tracker Fund | GBP Issued Corporate Bonds |
LGEGUIA LN Equity | Legal & General Emerging Markets Government Bond (US$) Index Fund | Emerging Market Government Bonds |
PGHYEPJ ID Equity | PIMCO Global High Yield Bond Fund | Global High Yield Bond |