Publications · June 2026
Model Portfolio Service — factsheets, June 2026
Factsheets for all five portfolios in the range — allocation, top ten holdings and performance as at 30 June 2026.
GI
GAM Investment Team
Gibraltar Asset Management
June 2026
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Monthly factsheets for the five portfolios in the GAM Model Portfolio Service, with data as at 30 June 2026. Each factsheet sets out the portfolio objective and strategy, asset allocation, top ten holdings and performance.
- Cautious Portfolio — A focus on capital preservation with lower volatility. Indicative equity exposure 30%.
- Balanced Portfolio — A blend of growth and defensive assets. Indicative equity exposure 50%.
- Growth Portfolio — Greater equity exposure for long-term growth. Indicative equity exposure 65%.
- Adventurous Portfolio — Higher growth potential with increased volatility. Indicative equity exposure 75%.
- Systematic Portfolio — A rules-based strategy targeting long-term growth. Indicative equity exposure 69%.
Figures are as at 30 June 2026 and relate to that month only. The value of investments can rise and fall and you may receive back less than the amount originally invested. Past performance is not a reliable indicator of future performance.
Important information. This commentary is provided for general information only and does not constitute investment advice or a personal recommendation. The value of investments can rise and fall and you may receive back less than the amount originally invested.