Cautious

Chart Description

• Growth to our cautious managed portfolio has now added 96% to the original capital invested.
• Every £100 invested originally is now worth £196.

Our Calculations

• The Managed Portfolio returns are net of all charges. It is the actual return received by clients.
• Any Index shown is a total return including dividends. It is a hypothetical return as it is not possible to invest directly in an index. A fair comparison would deduct both a fund charge and a platform charge which would cost upwards of 1/3rd of a percent (0.33%) per annum.

Risk Warnings

It’s important to remember;

• Past performance isn’t necessarily a guide to the future.
• The value of investments can go down as well as up.

Portfolio Description

A typical Cautious medium to long-term (+5 years) asset allocation would invest between 30% and 60% (dependant on the financial climate) in equities with the remaining percentage being invested in a combination of fixed income paying investments, alternatives and cash. Below Moderate level investment risk.

The goal of this portfolio is to attempt to preserve the long-term buying power of your savings..

A 2.5% per annum compound return is required to match the long term expected rise of Consumer Price Inflation.

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