The Balanced Portfolio is a blended growth strategy holding equal passive and actively managed funds. It is aimed at medium to longer term investors, who seek above average capital growth from a balanced risk portfolio at a competitive cost.

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

The Balanced Portfolio performance is benchmarked against the average performance of the IA Mixed Investment 40% - 85% sector, has an equity content of around 60% and risk profile of 6 out of ten.

6RISK
Potential return of 30.90% & potential loss of -16.40%

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62%ACTIVE
Managed daily by our personally selected fund managers

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55%EQUITY
Held in risk to drive growth, vs the stability of bonds & property. Maximum Equity 60%

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0.52%FEES
The weighted total cost for the portfolio including management, trading & research costs

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Risk

A risk level 6 investor should be prepared to accept annual returns somewhere within the range of a -16.40% loss and a 30.90% gain — returns within this range would be expected 95% of the time. It should be remembered that there is a 5% chance that a risk level 6 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -16.40% or gains greater than 30.90% at some point(s) during their investment in one year.