When creating a portfolio, or reviewing a portfolio or multi-asset products against a benchmark we recommend you use the Financial Express (FE) multi-asset benchmarks.
These are named: FE UT PG Multi-Asset xxx Index
When creating your portfolios in the Portfolio Construction Tool, the appropriate benchmark below aligned to the Strategy you selected will automatically be loaded for you. These can be changed in the settings area of Portfolio Construction at any time.
| FE Benchmark | Growth Allocation | FE Definition |
| FE UT PG Multi-Asset Cautious Index | Maximum 20% growth | Funds which invest a maximum of 20% of assets within Equities and the remainder in a combination of Fixed Interest Securities, Property, Hedge funds and Structured Products |
| FE UT PG Multi-Asset Moderate Index | Maximum 40% growth | Funds which invest a maximum of 40% of assets within Equities, with a minimum holding of 20% Equities and the remainder in a combination of Fixed Interest Securities and Structured Products |
| FE UT PG Multi-Asset Balanced Index | Maximum 60% growth | Funds which invest a maximum of 60% of assets within Equities, with a minimum holding of 40% Equities and the remainder in a combination of Fixed Interest Securities, Property, Hedge funds and Structured Products |
| FE UT PG Multi-Asset Growth Index | Minimum 60% growth | Funds which invest a minimum of 60% of assets within Equities and the remainder in a combination of Fixed Interest Securities, Property, Hedge funds and Structured Products |
| FE UT PG Multi-Asset Aggressive Index | Minimum 80% growth | Funds which invest a minimum of 80% of assets within Equities and the remainder in a combination of Fixed Interest Securities, Property, Hedge funds and Structured Products |
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