Net worth
£0
+8.4% YTD
12-month performance
JulOctJanApr
Asset allocation
- Global equities38%
- Private markets24%
- Fixed income18%
- Real assets12%
- Cash & liquidity8%
Holdings
| Name | Type | Value | Chg |
|---|---|---|---|
| Arden Global Equity | UCITS | £1,126,400 | +11.2% |
| North Atlantic Credit II | Private | £642,000 | +6.8% |
| Sterling Gilts Ladder | Bonds | £513,600 | +2.1% |
| Alpine Real Assets | Real assets | £385,200 | +4.5% |
| Mayfair Liquidity Fund | Cash | £256,800 | +1.8% |
| Pacific Growth Partners | Equity | £599,200 | +14.6% |