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Example share portfolio

This is just an example of how an investment portfolio may look. It has a broad diversification across most asset classes and geographical locations. 

 

An example of some of the funds contained in this portfolio are also included below.

 

This example should not be taken as a recommendation, nor as financial advice.

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  • Aberdeen European Property Share Fund I Net Inc

  • AXA Framlington Monthly Income Z Inc

  • AXA Framlington UK Smaller Cos Z Acc

  • AXA Pan European High Yield Bond Z Inc

  • Baillie Gifford Emerging Markets Leading Companies B Acc

  • Baillie Gifford Japanese Smaller Companies Fund B Acc

  • BlackRock Natural Resources Growth & Income Fund Class D Inc

  • Newton Global High Yield Bond Institutional W Inc

  • Fidelity Global Enhanced Income Fund W-MINC-GBP

  • Fidelity Index World Fund P-Inc

  • Fundsmith Equity Fund I Class Income

  • Invesco Perpetual Asian Y Inc

  • Invesco Perpetual European High Income Y Inc

  • Janus Henderson China Opportunities Fund I Acc

  • Janus Henderson Fixed Int Mthl Inc I Inc

  • Janus Henderson Japan Opportunities I Acc

  • JPM US Small Cap Growth Fund C - Net Accumulation

  • Jupiter India Fund I Class Acc

  • Jupiter Monthly Income Fund I Class Inc

  • Kames Diversified Monthly Income Fund B Income

  • LF Lindsell Train UK Equity Fund Inc

  • Lindsell Train Global Equity Fund B Class Shares

  • Polar Capital Global Technology I GBP

  • Premier Global Infrastructure Income Fund Class C Inc

  • Schroder Asian Income Maximiser Z Income

  • TB Evenlode Income B Income

  • Threadneedle Monthly Ex Income RDR Z Inc

  • UBS Global Enhanced Equity Income Fund C Inc