Guardian Trade Update
Last week volatility and values in equity markets reached levels last seen in April. The large jump in coronavirus cases has led to lockdowns throughout Europe and the UK causing equity markets to...
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.
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The effect of fund charges on performance
There does not appear to be a clear linear relationship between fund charges and the gross performance generated by the fund manager (FCA Asset Management Review, 2017)