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Collective Investment Account

For growth investors

CIA growth asset allocation

 

Risk level

Asset class 1 2 3 4 5 6 7 8 9 10
Cash / Money Markets 92.00% 75.00% 59.00% 50.00% 38.00% 28.00% 17.00% 8.00% 0.00% 0.00%
UK Fixed Interest 6.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
International Fixed Interest 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Property 2.00% 4.00% 5.00% 6.00% 7.00% 8.00% 9.00% 9.00% 8.00% 0.00%
UK Equity 0.00% 5.00% 8.00% 10.00% 13.00% 15.00% 17.00% 19.00% 21.00% 10.00%
North America 0.00% 4.00% 7.00% 8.00% 10.00% 12.00% 14.00% 15.00% 17.00% 22.00%
Europe 0.00% 3.00% 5.00% 7.00% 8.00% 9.00% 11.00% 12.00% 13.00% 17.00%
Japan 0.00% 1.00% 2.00% 2.00% 3.00% 3.00% 3.00% 4.00% 4.00% 5.00%
Far East ex Japan 0.00% 4.00% 7.00% 8.00% 10.00% 12.00% 14.00% 15.00% 17.00% 22.00%
Emerging Markets 0.00% 2.00% 3.00% 4.00% 5.00% 6.00% 7.00% 8.00% 9.00% 11.00%
Global Specialist 0.00% 2.00% 4.00% 5.00% 6.00% 7.00% 8.00% 10.00% 11.00% 13.00%

 

For yield investors

CIA yield asset allocation

 

  Risk level
Asset class 1 2 3 4 5 6 7 8 9 10
Cash / Money Markets 89.00% 63.00% 39.00% 27.00% 14.00% 2.00% 0.00% 0.00% 0.00% 0.00%
Property 3.00% 11.00% 15.00% 15.00% 15.00% 15.00% 15.00% 11.00% 3.00% 0.00%
UK Fixed Interest 5.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
International Fixed Interest 1.00% 7.00% 12.00% 15.00% 17.00% 20.00% 12.00% 4.00% 0.00% 0.00%
UK Equity 2.00% 19.00% 34.00% 43.00% 54.00% 63.00% 73.00% 85.00% 97.00% 0.00%

 

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