Balanced

Common Objectives, Uncommon Attention to Detail

Our Balanced Strategies are aimed at objectives which are widely shared amongst our clients. A common example is:

Positive returns, better than cash, with a cautious risk profile.

These are the most complex and challenging of all our Strategies. Why? Well, beating cash by a margin which makes investing worthwhile, whilst avoiding the pitfalls of market downturns, is a tall order.

For the UK Balanced Strategy, we have to start from the top, selecting the sectors in which we want to invest and deciding the extent of our exposure to the two main asset classes, equities and fixed interest stocks (bonds).
For the Global Balanced Strategy, we have to add decisions on the countries and currencies in which we want to invest.
Our Balanced Income Strategy is aimed at the Sterling investor who wants a significant level of income, but with the possibility of growth in both income and capital. It will concentrate on high quality bonds to underpin the regular income and use the equities of major companies with strong cash flows and dividends to provide the element of potential growth. The same macroeconomic considerations go into this Strategy, but asset allocation and stock selection criteria are more closely defined. In particular, smaller companies and growth orientated, low income producing shares are avoided.

Please note the capital value and income can fall as well as rise.

These Strategies are the ultimate in spreading risk across major markets. They seek to deal simultaneously with many types of risk, the classic compromises being between capital stability, reliable income and level of total return.

UK Balanced Strategy

The UK Balanced Strategy mirrors the Global Balanced Strategy using Sterling assets.

Global Balanced Strategy

The Global Balanced Strategy is driven by a view of global macroeconomics.

Balanced Income Strategy

The Balanced Income Strategy pursues a requirement for income in all market conditions.

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Balanced