The Balanced Portfolio is an equity orientated portfolio but will also invest in Fixed Interest Securities and Property (Property Loan Stocks) depending on the managers’ macro-economic viewpoint. The portfolio follows a "active value" investment strategy and is designed to produce inflation beating returns over a 2 to 5 year period. The long-term outlook will maximise returns from the dividend income stream. The benchmark for the Balanced Portfolio is inflation plus 3%.
Balanced Portfolio
Moderate