Call us on 01792 477763 Contact Us

Balanced Investor

You are aiming for higher long term returns and accept significant fluctuations in value. You accept the risk of a greater than moderate loss.

Risk 6 portfolio cover

Balanced Alpha Portfolio

The Balanced Alpha Portfolio is a growth style strategy. It 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 investment funds can invest in UK and overseas equities, commercial property, cash, fixed interest securities, commodities and alternative investments. They are actively managed by leading fund managers to maximise total return whilst maintaining control of risk.

The Balanced Alpha Portfolio performance is benchmarked against the average performance of the IA Mixed Investment 40%–85% sector and has a risk rating and investor profile of 6 out of 10.

6RISK
Potential return of 30.20% & potential loss of -18.43%


83%ACTIVE
Managed daily by our personally selected fund managers


50%EQUITY
Held in risk to drive growth, vs the stability of bonds & property


0.86%FEES
The weighted total cost for the portfolio including management, trading & research costs


Risk

A risk level 6 investor should be prepared to accept annual returns somewhere within the range of a -18.43% loss and a 30.20% gain — returns within this range would be expected 95% of the time. It should be remembered that there is a 5% chance that a risk level 6 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -18.43% or gains greater than 30.20% at some point(s) during their investment in one year

Prospective Risk Level

Prospective Risk Level 6

Historic Risk Level

Historic Risk Level 3

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a portfolio that's right for you.

Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Liam Connor

Liam Connor

Client Relations Manager View Profile

Liam Connor

Client Relations Manager

Our financial advisers have a wealth of experience helping clients with their investment planning. We can help you build and benefit from wise and prudent investment portfolios. We believe it’s important that you to have confidence in your investments and the peace-of-mind to enjoy life to the full.