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IC model asset allocation – £5k to £50k

How to invest your initial pot
IC model asset allocation – £5k to £50k

Key Characteristics:

  • Long-term investor with earned income
  • Investable savings between £5k and £50k

There are a few reasons you might have a sum of £5,000 to £50,000 to invest: you could have inherited some money, received a bonus from work, just been made redundant or even won some money. Depending on your age and the size and source of your regular income, you may also want to consult some of our lifestyle-specific asset allocation models, which may be more appropriate in terms of your needs and the risks you are prepared to take.

We are assuming this strategic asset allocation is for a long-term investor with an earned income that takes care of their needs and they are in the early stages of accumulating wealth.  The strategy is based on our Medium Risk model, but with slightly more cash to reflect the fact that an early-stage investor will want some flexibility as they add the building blocks to their portfolio.

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