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Balanced Portfolio

It makes sense to invest across a range of funds and markets, as diversification helps reduce risk. If you are a new investor or looking for a simple starting point then our ready-made fund selections might help.

The Balanced Portfolio’s objective is to strike the right balance between risk and return. It’s a good idea not to put all your eggs in one basket so it’s important to hold different types of investments. This can be done by dividing your money between funds that invest in a range of assets, across geographical regions and industry sectors. Balanced investors are those whose attitude to risk isn’t quite low enough to be considered cautious but who want more protection than the aggressive, risk-oriented funds offer.  This portfolio is designed to provide capital growth and pay a reasonable income yield. Investors in this portfolio must be willing to accept some fluctuations in the value of their investments. It is important to remember that the value of investments, even the lower risk ones, and the income from them, can go down as well as up and you may not get back the amount you invested.

Powered by data from FundsNetwork 30/08/2017

Investment CompanyFundYield %1 Year %3 Years %5 Years %
Averages2.89%8.78%30.04%60.05%
artemisIncome3.8812.4027.5071.40
FidelityMoneybuilder Balanced3.880.7019.0044.80
invescoManaged Growth1.1818.3041.30
jupiterMerlin Balanced Portfolio1.8010.3035.4063.80
newtonUK Income3.712.2027.0060.20

 

Please read the Key Investor Information Document for each fund:

Click the links below to view the Key Investor Information Documents (KIID).

Artemis Fund (KIID) Document
Fidelity Moneybuilder Balanced Fund (KIID) Document
Invesco Perpetual Managed Growth Fund (KIID) Document
Jupiter Merlin Balanced Portfolio Fund (KIID) Document
Newton UK Income Fund (KIID) Document

 

 

The Seymour Sinclair Portfolios are designed for consideration by investors who are seeking a combination of funds which offer diversification across different asset classes. These suggested portfolios are not financial advice or personal recommendations and you should be sure of their suitability to you before investing.

You remain in charge of your own investment portfolio and you must continue to monitor the funds you have selected to decide if the portfolios remain suitable for you. You may customise your portfolio by deciding different percentage (%) allocations to each fund or by removing funds or adding your own choice of funds. This is a foundation to start a portfolio that you manage yourself. If we make any changes to our suggested fund choices they will NOT automatically be reflected in your portfolio – you would need to instruct us accordingly. If you are unhappy to make your own investment decisions please seek Financial Advice.

How to Invest in a Ready-Made Portfolio

In order to invest in one of our Ready-Made Portfolios, you can either select the portfolio online using Cofunds or by using either a Cofunds or FundsNetwork pre-populated application form.

Invest Online

To Invest Online follow the link below and follow the simple instructions.

1) Personal Details – Enter your personal details.

2)  Product & Funds Details – Fund Filter

  • Select Model Portfolios
  • Model Portfolio Type – Select Firm
  • Model Portfolio – Select your Portfolio of choice
  • Fund Selection – Enter investment amount

For full instructions on how to make an investment online please follow the link below.

Only Cofunds provides this service.  You will need your National Insurance Number and a debit card (please note you cannot use a credit card).

How to make an online investment using Cofunds

Postal Application

Download the Platform  Business Investment Application Form and send to Seymour Sinclair Investments using our FREEPOST address –

Freepost RTUS-RXEY-BJSJ
Seymour Sinclair Investments Limited
2 Blade Mews, London SW15 2NF

Please be sure to read the specific fund Key Information Investor Document (KIID) for each of the funds listed and the Seymour Sinclair Terms and Conditions of Business before investing.

Balanced Portfolio Platform Business Investment Application Form
Seymour Sinclair Terms and Conditions of Business

Should you wish to Transfer your ISAs or Switch your existing ISAs or Unit Trust/OEICs into the Monthly Income Portfolio, please contact the office and we will supply the necessary application forms. Call 020 8870 7072 or send an email detailing your requirements to admin@seymoursinclair.co.uk.