Asset Allocation
Strategic allocation vs current positioning
Portfolio allocation chart
UK Equities
45%
£5,281,294.38
Global Funds
30%
£854,196.26
Fixed Income
15%
£427,098.13
Cash & Liquidity
10%
£284,732.08
Recent Activity
View All| Date | Description | Amount |
|---|---|---|
| 15 Apr | FTSE 100 Purchase | +£25,000 |
| 14 Apr | Monthly Deposit | +£10,000 |
| 10 Apr | Withdrawal | -£5,000 |
Asset Allocation
Strategic allocation vs current positioning
Portfolio allocation chart
UK Equities
45%
£5,281,294.38
Global Funds
30%
£854,196.26
Fixed Income
15%
£427,098.13
Cash & Liquidity
10%
£284,732.08
Recent Activity
Latest transactions and portfolio changes
| Date | Description | Amount | Status |
|---|---|---|---|
| 15 Apr 2023 | FTSE 100 Purchase | +£25,000.00 | Completed |
| 14 Apr 2023 | Monthly Deposit | +£10,000.00 | Completed |
| 10 Apr 2023 | Withdrawal Request | -£5,000.00 | Processing |
| 5 Apr 2023 | Quarterly Dividend | +£2,450.00 | Completed |