What benchmark should I use for a portfolio/ multi-asset product?

When comparing 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

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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