Model Details

Model Information
Model:Mason Stevens - High Growth - GBP Risk Budget Model
Platform:Mason Stevens
Description:This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in GBP and are managed such that they will achieve the objectives of "High Growth" Risk Budget. That is; A 100% growth based portfolio with no defensive exposure. It has a strong emphasis on maximising capital growth over the long term. (Inflation plus 5 or 6%) And it is; Suited for an allocation of capital that does not require support for capital stability, and is focussed entirely on increasing spending power. Suitable for capital that might have more than a 7 year plus investment time frame.
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Product Information

SMA: UK Equity Assets GBP
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

SMA: International Growth Assets GBP
Product Code Product Name Product Description Download
IE00B3XXRP09 Vanguard S&P 500 ETF (GBP)VUSA This Fund seeks to track the performance of the Standard & Poor’s 500 (“S&P 500”) Index, a widely recognised benchmark of U.S. stock market performance that is comprised of the stocks of large U.S. companies. The Fund employs a “passive management” – or indexing – investment approach, through physical acquisition of securities, designed to track the performance of the Index, a free float adjusted market capitalisation weighted index. In tracking the performance of the Index, the Fund attempts to replicate the Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index. The Index is a capitalisation weighted index of 500 U.S. stocks. Download
IE00BQWJFQ70 SPDR® Morningstar Multi-Asset Global Infrastructure UCITS ETF The objective of the SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF is to track the performance of the global infrastructure market represented by publicly traded infrastructure related equity and bonds. It aims to do this by tracking the Morningstar Global Multi-Asset Infrastructure Index as closely as possible. -
IE00BKX55S42 Vanguard FTSE Developed Europe ex UK UCITS ETF This Fund seeks to track the performance of the Index, a widely recognised market- capitalization weighted index of stock market performance of European developed countries, excluding the United Kingdom, that is comprised of the stocks of large and mid capitalisation companies in that region. Download
IE00B3VVMM84 Vanguard FTSE Emerging Markets UCITS ETF This Fund seeks to track the performance of the FTSE Emerging Index, a free float market capitalisation weighted index of large and mid cap companies in multiple emerging markets in Europe, Asia, Africa, Central and South America and the Middle East. The Fund employs a “passive management” – or indexing – investment approach, through physical acquisition of securities, designed to track the performance of the Index. The Fund will invest in a portfolio of equity securities that so far as possible and practicable is a representative sample of the component securities of the Index. Download
IE00B95PGT31 Vanguard FTSE Japan UCITS ETF This Fund seeks to track the performance of the FTSE Japan Index, a widely recognised benchmark of the large and mid capitalised companies in Japan. The Fund employs a “passive management” – or indexing – investment approach, through physical acquisition of securities, designed to track the performance of the Index, a free float adjusted market capitalisation weighted index. In tracking the performance of the Index, the Fund attempts to replicate the Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index. Download
IE0005042456 iShares Core FTSE 100 UCITS ETF The fund is an exchange traded fund (ETF) that aims to track the performance of the FTSE 100 Index as closely as possible. The ETF invests in physical index securities. The FTSE 100 Index offers exposure to the 100 largest UK stocks by full market value. The index is free float market capitalisation weighted. iShares ETFs are funds managed by BlackRock. They are transparent, cost-efficient, liquid vehicles that trade on stock exchanges like normal securities. iShares ETFs offer flexible and easy access to a wide range of markets and asset classes. Download
IE00BYYR0C64 Vanguard Global Minimum Volatility UCITS ETF The Fund seeks to achieve long term capital appreciation. Download