Balanced Portfolio

This portfolio was devised to provide a long-term capital return in excess of the IMA 40-85% Equities Retail 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 Capital Growth portfolio 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.


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.


Adventurous portfolio

Investing primarily in a basket of international equities and is suitable for clients seeking returns similar to global equity markets.