Balanced Portfolio

This portfolio was devised to provide a long-term capital return in excess of the IMA Balanced Managed Sector.

The objective is achieved by using a balanced investment approach gaining exposure to a number of different asset types including shares and bonds across a broad range of international markets enabling a better trade-off between risk and return.

The performance of all funds in your portfolio is constantly monitored and formally reviewed on a quarterly basis by an investment committee.

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Other portfolios types:

Cautious portfolio

Designed for the lower risk investor, this portfolio invests in a mix of fixed interest and equity to generate a return balanced between the two types of asset.

Cautious

Growth portfolio

Investing into a range of geographic regions and asset classes this portfolio has a focus on higher risk assets making it suitable for investors willing to take on more risk for higher potential gain.

Growth

Defensive Income

A cautiously-minded portfolio designed to produce a steady level of income by investing into government and corporate bonds as well as blue chip equity.

Defensive Income

High Income portfolio

This portfolio is constructed to produce a higher level of income and growth by investing into corporate bonds as well as UK and international equity income.

High Income

Ethical portfolio

This portfolio has an overriding ethical bias and suitable funds are identified by applying a filter to identify those that meet our strict ethical criteria. The portfolio uses a balanced investment approach, gaining exposure to a number of different asset types.

Ethical