In the tables below we present the allocation of model portfolios as voted by our Investment Committee in February 2025.
Core (6 month horizon)*
Asset Class | Low (Investment Profile) | Medium (Investment Profile) | High (Investment Profile) |
Cash | 37.0 | 20.0 | 5.0 |
Fixed-Income | 48.0 | 40.0 | 38.3 |
Sovereign | 27.7 | 21.7 | 18.3 |
Investment Grade | 16.0 | 11.7 | 10.0 |
High Yield | 4.3 | 6.7 | 10.0 |
Equities | 10.0 | 23.3 | 28.3 |
Developed | 8.3 | 18.3 | 23.3 |
Emerging | 1.7 | 5.0 | 5.0 |
Commodities | 0.0 | 5.0 | 8.3 |
Alternatives | 5.0 | 11.7 | 20.0 |
Total | 100 | 100 | 100 |
*All values presented in the table are expressed as percentages.
Tactical (1 month horizon)*
Asset Class | Low (Investment Profile) | Medium (Investment Profile) | High (Investment Profile) |
Cash | 37.0 | 20.0 | 6.7 |
Fixed-Income | 48.0 | 40.0 | 38.3 |
Sovereign | 27.7 | 21.7 | 18.3 |
Investment Grade | 16.0 | 11.7 | 10.0 |
High Yield | 4.3 | 6.7 | 10.0 |
Equities | 10.0 | 21.7 | 26.7 |
Developed | 8.3 | 16.7 | 21.7 |
Emerging | 1.7 | 5.0 | 5.0 |
Commodities | 0.0 | 5.0 | 8.3 |
Alternatives | 5.0 | 13.3 | 20.0 |
Total | 100 | 100 | 100 |
*All values presented in the table are expressed as percentages.
You can read more about the Investment Committee below: