Model Details
| Model Information | |
|---|---|
| Model: | UK Equity Assets GBP |
| Platform: | Mason Stevens |
| Description: | For UK Equity Assets _ GBP exposure, HNW believes that investors can achieve suitable portfolio returns at a reasonable cost without "picking winners" by combining broad diversification, linked to investing in the UK economy. Diversification and cost control are achieved using exchange-traded funds (ETF's) and in some cases smart beta funds that invest in passive indices. ETFs are denominated in pound sterling. Investment Strategy The UK Equity Assets _ GBP - SMA is designed for an aggressive component of investors’ portfolios. It provides broad diversified and built-in rebalancing. The Portfolio uses exchange-traded funds (ETFs) to target 100% equity exposure in the UK by broadly diversifying across a mix of UK companies. The Portfolio seeks long-term capital appreciation with high dividend income, and portfolio stability by minimizing the potential short-term impact of any single company or industry. The UK Equity Assets _ GBP - SMA is constructed using thematic ETFs tracking indices the firm believes provide investors with long-term premia. The portfolios is monitored against FTSE 100 Index in GBP. |
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Product Information
| Product Code | Product Name | Product Description | Download |
|---|---|---|---|
| MIDD | iShares FTSE 250 UCITS ETF | The Fund seeks to track the performance of an index composed of 250 mid cap UK companies that rank below the FTSE 100 Index. | Download |
| CUKS | iShares MSCI UK Small Cap UCITS ETF | The Fund seeks to track the performance of an index composed of small cap companies from the UK. | Download |
| IUKD | iShares UK Dividend UCITS ETF | iShares FTSE UK Dividend Plus is an exchange traded fund (ETF) that aims to track the performance of the FTSE UK Dividend+ Index as closely as possible. The ETF invests in physical index securities. The FTSE UK Dividend+ Index offers exposure to the 50 highest yielding UK stocks within the universe of the FTSE 350 Index, excluding investment trusts. Stocks are selected and weighted by one-year forecast dividend yield. | Download |