Heritage Strategic Portfolio
Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.
The Heritage Strategic Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.
The equity element of the portfolio will not exceed 70%.
The chosen investment trusts and investment funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash.
The Heritage Strategic Portfolio is benchmarked against the average performance of the Mixed Investment 40%-85% equity Sector.
Portfolio Information
Maximum Equity Content 70%
FE Risk Score - Portfolio 79
FE Risk Score - Benchmark 62
Volatility 9%
Alpha 5.25%
Beta 1.28%
Max Drawdown - Portfolio -11.19%
Max Drawdown - Benchmark -8.27%
Sharpe Ratio 1.10%
Sortino Ratio 0.84%
Management Fees inc. vat 0.30%
Fund Costs - OCF 0.73%
Default Sector Holdings
Global 16%
North American 14%
UK All Cap 10%
UK Small Cap 4%
Europe 5%
Japan 5%
Pacific 5%
Emerging Markets 7%
Property 5%
Commodities 0%
Global Fixed Interest 9%
UK Gilts 4.5%
UK Investment Grade Bond 4.5%
UK Short Duration Inv. Grade Bond 9%
Cash 3%
Cumulative Performance Chart
Cumulative performance chart shows % growth from 02/01/2015 to 03/01/2020 calculated using bid prices with income re-invested into the fund net of tax. The cumulative performance chart shows how the portfolio has performed against the benchmark taking into account the changing composition of the portfolio over the period of time shown.