A balanced strategy based on the portfolio above would have seen an average return of 9.56% between 1988 and 2006. That means that £1 invested in this portfolio would have been worth £4.95 at the end of 2006. However there is an element of risk associated with this investment strategy and growth rates varied from year to year and in some years the value of the portfolio fell.

The portfolio strategy shown above is a MODEL portfolio which is similar to a "balanced" strategy which we may recommend following a consultation. If you would like a more detailed assessment of your strategic requirements or would like to talk about some of the portfolios our clients are investing in today then please call us on 020 7193 5622 or send us an email.