Model Portfolios (weights) – November 2024

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

Tactical (1 month horizon)

Asset Class	Low	Medium	High
Cash	39.8	25.0	10.0
Fixed Income	50.2	43.3	40.0
Sovereign	31.8	26.7	21.7
Investment Grade	14.1	11.7	10.0
High Yield	4.3	5.0	8.3
Equities	6.7	13.3	20.0
Developed	5.0	10.0	15.0
Emerging	1.7	3.3	5.0
Commodities	0.0	5.0	10.0
Alternatives	3.3	13.3	20.0
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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