Fusion Balanced Portfolio

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

The Fusion Balanced Portfolio is a blended, tactically-traded passive and active growth strategy. It is aimed at medium to long-term investors who are seeking capital growth from a diversified portfolio of mainly equity investments. The smoothed nature of returns makes the portfolio attractive to growth seeking investors and income taking investors.

The equity element of the portfolio will not exceed 60% but may in times of market weakness be reduced to zero and be replaced by gilts bonds and cash. Fusion trading strategies seek to invest into equity when market momentum is rising but retain profits by moving to the security of gilts, bonds and cash when market momentum falls. These strategies seek to enhance overall gain and reduce risk of loss.

The chosen passive index tracking funds and active managed funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash.

The Fusion Balanced Portfolio is benchmarked against the average performance of the IA Mixed Investment 20%-60% Equity Sector.

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Guardian Portfolios - A low-cost tactically traded portfolio service design to grow and protect investment and pension assets by smoothing long-term returns.

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