The Balanced Growth Portfolio

The Balanced Growth Portfolio is aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

The chosen investments funds can invest in money markets, UK and overseas equities, fixed interest securities, commercial property, commodities and alternative investments. They are actively managed by leading fund managers to maximise total return whilst maintaining control of risk.

The Balanced Growth Portfolio performance is benchmarked against the average performance of the IMA Balanced Managed sector and has a risk rating and investor profile of 5 out of 10.

Download The Estate Capital Balanced Growth Portfolio

Return to top