Balanced Investor

You are aiming for higher long term returns & accept some sustained periods of poorer performance. You accept the risk of a greater than moderate loss.

BALANCED INCOME PORTFOLIO

The Balanced Income Portfolio is a value style strategy. It 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 UK and overseas equities, commercial property, cash 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 IA Investment 20%–60% sector. The Balanced Income Portfolio has a risk rating and investor profile of 6 out of 10.


6

RISK

Potential return of 29.72% & potential loss of -18.48%


85%

ACTIVE

Managed daily by our personally selected fund managers


51%

EQUITY

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


3.17%

Yield

Income from assets that is either distributed or reinvested.


0.89%

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 -18.48% loss and a 29.72% gain — returns within this range would be expected 95% of the time. It should be remembered that there is a 5% chance that risk level 6 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -18.48% or gains greater than 29.72% at some point(s) during their investment in one year.

Prospective Risk Level
Prospective Risk Level 6
Historic Risk Level
Historic Risk Level 2