Thesis Lion Growth Acc

Growth of 10k

Asset allocation

Top 10 holdings

Performance 31/03/2024

Investment objective

The Scheme aims to provide a total return (with a combination of income and growth of capital), net of fees, over rolling 5 year periods. To achieve the objective, the Scheme will have exposure to a geographically diversified global portfolio which will typically comprise of at least 60% equities, and up to 40% in fixed income assets (which may include government and public securities), including cash. The exposure to equities may fall below 60% where equity markets are considered as over valued by the Investment Manager or other asset classes can provide a better risk adjusted return in the market conditions. Between 50%-100% of the above exposure will be gained through the use of collective investment vehicles (which can include exchange traded funds, property authorised investment funds or real estate investment trusts).