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Balanced income core strategy 138kb
Whilst the strategy constantly evolves in line with market dynamics, the parameters are featured below:
Investment Objective
To balance long term capital growth and current income whilst maintaining a moderate risk exposure through a diversified portfolio of 'collective' investments which may invest in UK and international equities, corporate and sovereign bonds and cash.
Risk Profile
The capital value will fluctuate in the medium term and capital values may be negative over short term horizons. Risk profile - Medium.
Minimum Investment Period
The strategy is not appropriate for investors with a time horizon of less than 5 years.
Liquidity
Typically liquidity will not exceed 50%.
Typical Strategy Asset Allocation
UK Equities 40% - 70%
International Equities 10% - 30% of which:
US 0% - 10%
EU 0% - 10%
Japan 0% - 10%
Far East 0% - 10%
Emerging Markets 0% - 5%
Bonds 5% - 20%
Cash 0% - 20%