The Balanced Income Portfolio

The Balanced Income Portfolio is aimed at medium to long term investors who are seeking a sustainable level of income within a balanced portfolio along with a genuine prospect of income and capital growth.

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

The Balanced Income Portfolio performance is benchmarked against the average performance of the IMA Balanced Managed sector and has a risk rating and investor profile of 4 out of 10.

Download The Estate Capital Balanced Income Portfolio

Return to top