Model Portfolios (weights) – May 2025
- atontorovits
- May 12
- 1 min read
Updated: 6 days ago
In the tables below we present the allocation of model portfolios as voted by our Investment Committee in May 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 | 38.7 | 21.7 | 10.0 |
Fixed-Income | 48.0 | 43.3 | 40.0 |
Sovereign | 29.3 | 25.0 | 23.3 |
Investment Grade | 16.0 | 13.3 | 10.0 |
High Yield | 2.7 | 5.0 | 6.7 |
Equities | 8.3 | 18.3 | 26.7 |
Developed | 6.7 | 16.7 | 21.7 |
Emerging | 1.7 | 1.7 | 5.0 |
Commodities | 0.0 | 5.0 | 6.7 |
Alternatives | 5.0 | 11.7 | 18.3 |
Total | 100 | 100 | 100 |
*All values presented in the table are expressed as percentages.
Investment Grid
Asset Class | Low (Investment Profile) | Medium (Investment Profile) | High (Investment Profile) |
Cash | + | + | + |
Fixed-Income | - | + | + |
Sovereign | + | + | + |
Investment Grade | = | + | = |
High Yield | - | - | - |
Equities | - | - | - |
Developed | - | - | - |
Emerging | = | - | = |
Commodities | = | = | - |
Alternatives | = | = | - |
You can read more about the Investment Committee below:
