Chartered Financial Planners
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Cautious Investor

You accept some risk & aim for a reasonable return. You accept the risk of a small to moderate loss with modest yet frequent fluctuations in value.

The Conservative Portfolio is a blended style strategy. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

CONSERVATIVE PORTFOLIO

The chosen investment funds can invest in fixed interest securities, commercial property, cash, UK and overseas equities and alternative assets. They are actively managed by leading fund managers to maximise total return whilst maintaining control of risk.

The Conservative Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 0%–35% sector and has a risk rating and investor profile of 3 out of 10.


3

RISK

Potential return of 18.04% & potential loss of -9.96%


56%

ACTIVE

Managed daily by our personally selected fund managers


35%

EQUITY

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

RISK

A risk level 3 investor should be prepared to accept annual returns somewhere within the range of a -9.96% loss and a 18.04% 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 3 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -9.96% or gains greater than 18.04% at some point(s) during their investment in one year.

Prospective Risk Level
Prospective Risk Level 3
Historic Risk Level
Historic Risk Level 2