Model Details

Model Information
Model:Mason Stevens - Secure - 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 "Secure" Risk Budget. That is; Focuses entirely on the preservation of capital. As such the return is likely to be low and consistent compared with the other risk options offered. (preserve value against inflation). And it is; Suitable for investors who require to be certain of their future spending power. It is not appropriate for medium to long-term investors seeking capital growth.
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Product Information

SMA: Secure Investments GBP
Product Code Product Name Product Description Download
SGIL iShares Global Inflation Linked Government Bonds UCITS ETF (GBP) IShares Barclays Global Inflation-Linked Bond is an exchange traded fund (ETF) that aims to track the performance of the Barclays World Government Inflation-Linked Bond Index as closely as possible. The ETF invests in physical index securities. The Barclays World Government Inflation-Linked Bond Index offers exposure to developed world government inflation-linked bonds issued in the domestic currency of each included country. Only capital-indexed bonds, linked to an eligible inflation index, with a minimum remaining time to maturity of one year are included in the index. 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
VGOV Vanguard UK Government Bond UCITS ETF (GBP) This Fund seeks to track the performance of the Barclays Global Aggregate U.K. Government Float Adjusted Bond Index, a market-weighted index of the U.K. Government fixed-income securities denominated in Pound Sterling. 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 fixed income securities with greater than 1 year maturity (for example UK Gilts, debt guaranteed by national government and its agencies) that so far as possible and practicable consists of a representative sample of the component securities of the Index. Download
SLXX iShares Core GBP Corporate Bond (GBP) iShares Markit iBoxx £ Corporate Bond is an exchange traded fund (ETF) that aims to track the performance of the Markit iBoxx £ Liquid Corporates Long-Dated Bond Index as closely as possible. The ETF invests in physical index securities. The Markit iBoxx £ Liquid Corporates Long-Dated Bond Index offers exposure to the 40 largest and most liquid Sterling denominated corporate bonds with investment grade rating. Only bonds with a minimum remaining time to maturity of 1.5 years and a minimum amount outstanding of £250 million are included in the index. 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