Objective

The Balanced Income Portfolio is a medium risk portfolio, which is run on a full discretionary basis. It seeks to produce a ‘balanced’ return by investing in income-generating assets in the UK and throughout the world whilst reducing the overall volatility of the fund. 

Income & yield

The portfolio aims to generate a yield based upon a target of 120% of the dividend yield of the FTSE All Share Index. Income is available on a monthly, quarterly or half yearly basis or reinvested into the portfolio as agreed with the investor.

The information within this portfolio is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. Past performance is not a guide to future performance.

The value of shares, and the income derived from them, may fall as well as rise. The information contained in this publication does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investors, therefore, we strongly recommend you consult your professional adviser before taking any action.

All references to taxation are based on current levels and practices, which may be subject to change. The value of any tax benefits will be dependent on the individual.