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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.
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
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Emirates Group Provident Scheme (EGPS)
Ongoing Systematic Contributions
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2. Overall Portfolio Holdings

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Emirates Group Provident Scheme (EGPS)
Overall Portfolio Holdings

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