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Model Portfolios (weights) – October 2024

In the tables below we present the allocation of model portfolios as voted by our Investment Committee in October 2024.


Tactical (1 month horizon)

Asset Class

Low

Medium

High

Cash

42.4

26.7

8.3

Fixed Income

44.2

36.7

36.7

Sovereign

25.8

18.3

15.0

Investment Grade

14.1

13.3

11.7

High Yield

4.3

5.0

10.0

Equities

10.0

18.3

23.3

Developed

8.3

13.3

18.3

Emerging

1.7

5.0

5.0

Commodities

0.0

5.0

10.0

Alternatives

3.3

13.3

21.7

Total

100

100

100


Core (6 month horizon)

Asset Class

Low

Medium

High

Cash

39.1

21.7

6.7

Fixed-Income

45.9

36.7

33.3

Sovereign

27.4

20.0

16.7

Investment Grade

14.1

11.7

10.0

High Yield

4.3

5.0

6.7

Equities

11.7

23.3

28.3

Developed

10.0

18.3

23.3

Emerging

1.7

5.0

5.0

Commodities

0.0

5.0

10.0

Alternatives

3.3

13.3

21.7

Total

100

100

100


Investment Grid

Asset Class

Low

Medium

High

Cash

+

+

+

Fixed-Income

-

=

+

Sovereign

-

-

-

Investment Grade

=

+

+

High Yield

=

=

+

Equities

-

-

-

Developed

-

-

-

Emerging

=

=

=

Commodities

=

=

=

Alternative Investments

=

=

=


You can read more about the Investment Committee below:



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