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Yield investor asset allocations

View the latest asset allocations for yield investors in our ISA and Collective Investment Account.

Data as at 26 March 2024

Asset allocation breakdown graph

Risk Level 1 2 3 4 5 6 7 8 9 10
Cash / Money Markets 78.00% 62.00% 46.00% 31.00% 17.00% 5.00% 3.00% - - -
Property 4.00% 7.00% 9.00% 11.00% 9.00% 6.00% 4.00% 3.00% - -
UK Fixed Interest 11.00% 14.00% 18.00% 21.00% 26.00% 30.00% 21.00% 12.00% 3.00% -
International Fixed Interest - - - - - - - - - -
UK Equity 3.00% 7.00% 11.00% 16.00% 20.00% 25.00% 28.00% 32.00% 35.00% 3.00%
North America 1.08% 2.70% 4.32% 5.67% 7.56% 9.18% 11.88% 14.31% 16.47% 26.19%
Europe 0.64% 1.60% 2.56% 3.36% 4.48% 5.44% 7.04% 8.48% 9.92% 15.52%
Japan 0.16% 0.40% 0.64% 0.84% 1.12% 1.36% 1.76% 2.12% 2.48% 3.88%
Far East ex Japan 1.12% 2.80% 4.48% 5.88% 7.84% 9.52% 12.32% 14.84% 17.36% 27.16%
Emerging Markets 0.40% 1.00% 1.60% 2.10% 2.80% 3.40% 4.40% 5.30% 6.20% 9.70%
Global Specialist 0.60% 1.50% 2.40% 3.15% 4.20% 5.10% 6.60% 7.95% 9.30% 14.55%
Total 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%