Foundation Balanced Portfolio
Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
The Foundation Balanced Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
The equity element of the portfolio will not exceed 55%.
The chosen passive index tracking funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals and cash.
The Foundation Balanced Portfolio is benchmarked against the average performance of the IA Mixed Investment 40% - 85% Equity Sector.
Portfolio Information
Equity Content 55%
FE Risk Score - Portfolio 44
FE Risk Score - Benchmark 46
Volatility 7.95%
Alpha 2.64%
Beta 0.90%
Max Drawdown - Portfolio -10.89%
Max Drawdown - Benchmark -12.89%
Sharpe Ratio 0.07%
Sortino Ratio 0.06%
Management Fees inc. vat 0.30%
Fund Costs - OCF 0.13%
Default Sector Holdings
Global 6.50%
North American 20.00%
UK Large Cap 6.30%
UK Mid Cap 2.70%
Europe 4.50%
Japan 3.00%
Pacific 5.00%
Emerging Markets 5.00%
Property 1.00%
Commodities 1.00%
Global Fixed Interest 13.75%
UK Gilts 5.75%
UK Investment Grade Bond 8.00%
UK Short Duration Inv. Grade Bond 5.75%
US Government Bond 5.75%
Cash 6.00%
Cumulative Performance
Cumulative performance chart shows % growth from 30/06/2015 to 30/06/2020 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.
