01792 477 763 Chartered Financial Advisers
Cautious to Balanced Investor

You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return. You accept modest yet frequent fluctuations in value and the risk of a moderate loss.

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 & capital growth.

BALANCED INCOME PORTFOLIO

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 IMA Mixed Investment 20%–60% sector. The Balanced Income Portfolio has a risk rating and investor profile of 4 out of 10.


4

RISK

Potential return of 21.76% & potential loss of -12.97%


70%

ACTIVE

Managed daily by our personally selected fund managers


44%

EQUITY

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


3.09%

YIELD

Income from assets that is either distributed or reinvested.

RISK

A risk level 4 investor should be prepared to accept annual returns somewhere within the range of a -12.97% loss and a 21.76% 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 4 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -12.97% or gains greater than 21.76% at some point(s) during their investment in one year.

Prospective Risk Level
Prospective Risk Level 4
Historic Risk Level
Historic Risk Level 2