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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 17 December 2024
Asset allocation breakdown graph

Risk Level 1 2 3 4 5 6 7 8 9 10
Cash / Money Markets 77.00% 59.00% 40.00% 22.00% 10.00% - - - - -
Property 4.00% 7.00% 10.00% 12.00% 11.00% 10.00% 6.00% 3.00% - -
UK Fixed Interest 12.00% 18.00% 25.00% 32.00% 33.00% 32.00% 21.00% 10.00% - -
International Fixed Interest - - - - - - - - - -
UK Equity 3.00% 6.00% 8.00% 11.00% 17.00% 22.00% 30.00% 37.00% 39.00% 3.00%
North America 1.08% 2.70% 4.59% 6.21% 7.83% 9.72% 11.61% 13.50% 16.47% 26.19%
Europe 0.64% 1.60% 2.72% 3.68% 4.64% 5.76% 6.88% 8.00% 9.76% 15.52%
Japan 0.16% 0.40% 0.68% 0.92% 1.16% 1.44% 1.72% 2.00% 2.44% 3.88%
Far East ex Japan 1.12% 2.80% 4.76% 6.44% 8.12% 10.08% 12.04% 14.00% 17.08% 27.16%
Emerging Markets 0.40% 1.00% 1.70% 2.30% 2.90% 3.60% 4.30% 5.00% 6.10% 9.70%
Global Specialist 0.60% 1.50% 2.55% 3.45% 4.35% 5.40% 6.45% 7.50% 9.15% 14.55%
Total 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%