| PREMIER BALANCED PORTFOLIO |
Quarterly Report to 31st January 2010 >
Suitable for: an investor looking for a medium risk strategy which provides an equal balance between risk and return.
The Premier Balanced Portfolio is modelled similarly to the Premier Conservative Portfolio, but with greater exposure to UK and overseas equity markets. These traditionally offer the greatest returns for an investor over the mid to longer term, but are by their nature, a more volatile investment. Both absolute return strategies and protected structured products play their part in a medium risk portfolio, but in the case of absolute return strategies, the weightings are reduced in favour of equity exposure. Because of their enhanced return structures, protected structured products are used widely in these portfolios, offering investors good exposure to positive equity returns and a protected downside.
As with the Premier Conservative Portfolio, the Premier Balanced Portfolio may also contain exposure to commodities and commercial property.
Important: Investors need to refer to the Risk Warnings in this document and those contained in the Premier Portfolio Discretionary Agreement when considering their choice of portfolio.
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