Portfolio — Nexus Wealth

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Recommended for this profile

Based on your ATR band (Moderate) and capacity (Medium), we recommend Conservative or Core.

Recommended

Conservative

Low volatility · 3.5–5.5% expected return

Asset allocation

Equities 20%

Fixed income 60%

Alternatives + Cash 20%

UK Gilts & Corporate Bonds 40%

International Bonds 20%

UK Equities 12%

International Equities 8%

Alternatives / Property 15%

Cash 5%

Capital preservation with modest income. Suited to cautious or short-horizon profiles.

CIP:

Cautious Income

Recommended

Core

Medium volatility · 5.0–7.5% expected return

Asset allocation

Equities 50%

Fixed income 35%

Alternatives + Cash 15%

UK Equities 25%

International Equities 25%

UK Corporate Bonds 20%

International Bonds 15%

Alternatives / Property 10%

Cash 5%

A balanced approach with moderate growth potential and managed downside risk. Suitable for moderate-to-adventurous profiles with a medium-to-long horizon.

CIP:

Balanced Growth

Growth

High volatility · 7.0–10.0% expected return

Asset allocation

Equities 75%

Fixed income 15%

Alternatives + Cash 10%

UK Equities 30%

US Equities 25%

International Equities (EM) 20%

Corporate Bonds 15%

Alternatives / Private Markets 8%

Cash 2%

Growth-focused with a high equity weighting. Designed for clients with strong capacity for loss and a long horizon who can tolerate significant short-term volatility.

CIP:

Adventurous Growth

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