The purpose of this portfolio is to achieve a higher income than could be achieved by investing in a high yielding equity portfolio, along with some capital growth over the long term.  The portfolio will invest in a diverse range of funds investing in different asset classes to reduce risk.  Whilst income and capital preservation are important, the underlying value of the portfolio will fluctuate.  This portfolio is suitable for clients looking to achieve a higher level of income.  Income can be re-invested.

Portfolio benchmark: IA Mixed Investment 0-35% Shares