Sentry Page Protection

Retirement Fund Current Model Portfolios

Below is the current asset allocation models for retirement fund accounts.  There are 2 distinct model portfolios defined as follows:

1. Ongoing Systematic Contributions (weekly/monthly/quarterly ongoing investment contributions)
  • Ongoing contribution models are typically not changed unless a severe bear market associated with a recession is indicated or a selected fund has substantially underperformed its peer group (at which point it is replaced with another equivalent fund).
Two tables are provided:
  • One table for "Generic" ongoing contributions for those investing in portfolios outside the Emirates Group Provident Scheme (EGPS).
  • One table for those using the EGPS.


2. Overall Portfolio holdings
  • Overall portfolio holdings are altered according to indications from our 5-Factor model.
Two tables are provided:
  • One table for "Generic" ongoing contributions for those investing in portfolios outside the Emirates Group Provident Scheme (EGPS).
  • One table for those using the EGPS.
1. Ongoing Systematic Contributions
Picture
Emirates Group Provident Scheme (EGPS)
Ongoing Systematic Contributions
Picture


2. Overall Portfolio Holdings

Picture

Emirates Group Provident Scheme (EGPS)
Overall Portfolio Holdings

Picture