Balanced Beta Portfolio
The Balanced Beta Portfolio is a passive growth 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 and fixed interest securities. Passive funds replicate the stock-holdings of an underlying index. Since these funds track the composition and performance of the underlying index, there are low levels of human involvement and so the funds have a lower total expense ratio.
The Balanced Beta Portfolio performance is benchmarked against the average performance of the IA Mixed Investment 20%–60% sector and has a risk rating and investor profile of 5 out of 10. The Balanced Beta Portfolio is the Estate Capital default portfolio for regular pension contributions.
Potential return of 26.03% & potential loss of -15.72%
Managed daily by our personally selected fund managers
Held in risk to drive growth, vs the stability of bonds & property
The weighted total cost for the portfolio including management, trading & research costs
A risk level 5 investor should be prepared to acceptannual returns somewhere within the range of a -15.72% loss and a 26.03% gain — returns withinthis range would be expected 95% of the time. Itshould be remembered that there is a 5% chance that risk level 5 portfolios will experience anannual return outside this range — this meansan investor may experience losses greater than -15.72% or gains greater than 26.03% at somepoint(s) during their investment in one year
Prospective Risk Level
Historic Risk Level
Chris DaviesChartered Financial Adviser
Phil JohnsonIndependent Financial Adviser
Kevin JonesIndependent Financial Adviser
Liam ConnorClient 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.