BALANCED ALPHA PORTFOLIO

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 IMA Mixed Investment 40%–85% sector and has a risk rating and investor profile of 6 out of 10.

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6

RISK

Potential return of 29.69% & potential loss of -18.51%

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73%

ACTIVE

Managed daily by our personally selected fund managers

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57%

EQUITY

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

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RISK

A risk level 6 investor should be prepared to accept annual returns somewhere within the range of a -18.51% loss and a 29.69% 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 -18.51% or gains greater than 29.69% at some point(s) during their investment in one year.