Model Portfolios (weights) – September 2023
In the tables below we present the allocation of model portfolios as voted by our Investment Committee in September 2023.
| Asset Class | Low | Medium | High |
|---|---|---|---|
| Cash | 41.7 | 23.3 | 10.0 |
| Fixed-Income | 45.0 | 41.7 | 28.3 |
| Sovereign | 26.7 | 20.0 | 6.7 |
| Investment Grade | 18.3 | 20.0 | 16.7 |
| High Yield | 0.0 | 1.7 | 5.0 |
| Equities | 10.0 | 18.3 | 26.7 |
| Developed | 6.7 | 13.3 | 18.3 |
| Emerging | 3.3 | 5.0 | 8.3 |
| Commodities | 0.0 | 5.0 | 10.0 |
| Alternatives | 3.3 | 11.7 | 25.0 |
| Total | 100.0 | 100.0 | 100.0 |
| Asset Class | Low | Medium | High |
|---|---|---|---|
| Cash | 40.0 | 28.3 | 16.7 |
| Fixed Income | 46.7 | 40.0 | 33.3 |
| Sovereign | 25.0 | 18.3 | 6.7 |
| Investment Grade | 21.7 | 20.0 | 21.7 |
| High Yield | 0.0 | 1.7 | 5.0 |
| Equities | 10.0 | 15.0 | 21.7 |
| Developed | 6.7 | 10.0 | 15.0 |
| Emerging | 3.3 | 5.0 | 6.7 |
| Commodities | 0.0 | 5.0 | 8.3 |
| Alternatives | 3.3 | 11.7 | 20.0 |
| Total | 100.0 | 100.0 | 100.0 |
| Asset Class | Low | Medium | High |
|---|---|---|---|
| Cash |  |  | |
| Fixed-Income | | | |
| Sovereign | | |  |
| Investment Grade | | | |
| High Yield | | | |
| Equities | | | |
| North America | | | |
| Europe | | | |
| Commodities | | | |
| Alternative Investments | | | |
You can read more about the Investment Committee below: