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.

CONSERVATIVE ALPHA PORTFOLIO

The Conservative Alpha Portfolio is a growth style strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a cautious to balanced portfolio.

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

The Conservative Alpha 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 4 out of 10.


4

RISK

Potential return of 22.24% & potential loss of -12.66%


68%

ACTIVE

Managed daily by our personally selected fund managers


35%

EQUITY

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


0.81%

FEES

The weighted total cost for the portfolio including management, trading & research costs.

RISK

A risk level 4 investor should be prepared to accept annual returns somewhere within the range of a -12.66% loss and a 22.24% 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 -12.66% or gains greater than 22.24% at some point(s) during their investment in one year.

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