Heritage Balanced Portfolio

Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investment trusts.

The Heritage Balanced Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investment trusts.

The equity element of the portfolio will not exceed 55%.

The chosen investment trusts and investment funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash.

The Heritage Balanced Portfolio is benchmarked against the average performance of the Mixed Investment 40%-85% equity Sector.

Cumulative Performance Chart

Image Description

Cumulative performance chart shows % growth from 05/09/2014 to 05/09/2019 calculated using bid prices with income re-invested into the fund net of tax. The cumulative performance chart shows how the portfolio has performed against the benchmark taking into account the changing composition of the portfolio over the period of time shown.