Asset Allocations

Please note: these figures are reviewed quarterly.

Sectors Per Cent
UK
Skandia / Invesco Perpetual High Income 3.6
Skandia / Neptune Income 2.7
Skandia / Old Mutual UK Select Mid Cap 1.8
Skandia / Invesco Perpetual UK Smaller Cos Equity 0.9
Sector Total 9
Europe
Skandia / JPM European Dynamic 3
Skandia / Neptune European Opportunities 4
Sector Total 7
UK Fixed Interest
Skandia / Allianz Pimco Gilt Yield 10
Skandia / Inv Perp Corporate Bond 5
Skandia / M&G Corporate Bond 5
Sector Total 20
North America
Skandia / M&G American 4
Skandia / Schroder US Smaller Cos 3
Sector Total 7
Far East excl. Japan
Skandia / Gartmore China Opps 3
Sector Total 3
Japan
Skandia / Fidelity Japan 4
Sector Total 4
Property
Skandia / New Star International Property 13
Skandia / Norwich Property 13
Sector Total 26
International Fixed Interest
Skandia / Newton International Bond 0
Sector Total 0
Emerging Markets
Skandia / JPM Emerging Markets 3
Sector Total 3
Global Specialist
Skandia / JPM Natural Resources 4
Sector Total 4
Cash / Money Markets
Skandia Deposit 17
Sector Total 17
Total 100

Source: Internal.

Top of Page