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.
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
Income from assets that is either distributed or reinvested.
The weighted total cost for the portfolio including management, trading & research costs
A risk level 5 investor should be prepared to accept annual 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. It should be remembered that there is a 5% chance that risk level 5 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -15.72% or gains greater than 26.03% at some point(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.