PASSIVE PORTFOLIOS. Our collection of low-cost passive index-tracking portfolios
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1 PASSIVE PORTFOLIOS Our collection of low-cost passive index-tracking portfolios Risk warning: Your capital is at risk. Investments can go down as well as up and you may get back less than you originally invested. As at
2 Cautious Portfolio The aim of the Cautious Portfolio () is to deliver low-cost returns that are a combination of income and capital growth, focusing on capital preservation with a bias towards income growth. It is suitable for investors who wish to take on less risk than the full equity markets and are cautious about equity returns in general. Over the medium to long-term the volatility in this portfolio will be less than equity markets and returns will be closer to inflation, and over time above such data. classes which could include equities, fixed interest, property, commodities, alternatives and cash. From a strategic asset allocation and fund level, the portfolio is monitored and changes made as and when it is deemed necessary to do so. The portfolio is split approximately 55% growth assets and 45% more stable (fixed income) assets. The aim is to re-balance the portfolio quarterly. 4 10% 6% 40% Short dated & Equivalents 44%
3 Balanced Portfolio The aim of the Balanced Portfolio () is to deliver low-cost returns that are a combination of income and capital growth, there is a balance between capital and income growth. It is suitable for investors who wish to take on a good amount of equity market exposure in order to gain investment returns. Over the medium to long-term the volatility in this portfolio will be less than equity markets and returns while will be close to equity markets returns although not fully matching such returns. classes, which could include equities, fixed interest, property, commodities, alternatives and cash. From a strategic asset allocation and fund level, the portfolio is monitored, and changes made as and when it is deemed necessary to do so. The portfolio is split approximately 70% growth assets and 30% more stable (fixed income) assets. The aim is to re-balance the portfolio quarterly. 1 12% 4% 29% Short dated & Equivalents 55%
4 Growth Portfolio The aim of the Growth Portfolio () is to deliver low-cost returns that are a combination of income and capital growth with a strong bias towards capital growth assets. It is suitable for investors who wish to take on a good amount of equity market exposure in order to gain higher investment returns with a focus on capital growth. Over the medium to long-term the volatility in this portfolio will be similar to equity markets, and returns will be close to equity markets returns but may not fully match them over the medium to long-term. classes, which could include equities, fixed interest, property, commodities, alternatives and cash. From a strategic asset allocation and fund level, the portfolio is monitored, and changes made as and when it is deemed necessary to do so. The portfolio is split approximately 80% growth assets and 20% more stable (fixed income) assets. The aim is to re-balance the portfolio quarterly. 4 18% 3% 20% & Equivalents 59%
5 DISCLAIMER: The Information in this document is not intended to influence you in making any investment decisions and should not be considered as advice or a recommendation to invest. Any Information may not be suitable for all investors and investors must make their own investment decisions using their own independent advisors and relevant offering material. Any investment decisions must be based upon an investor's specific financial situation and investment objectives and should be based solely on the information in the relevant offering memorandum. from an investment may fluctuate and the price or value of any financial instruments referenced in this document may rise or fall. Past performance is not necessarily indicative of future results. We assume no responsibility or liability for the correctness, accuracy, timeliness or completeness of the Information. We do not accept any responsibility to update the Information. Any views, opinions or assumptions may be subject to change without notice. Binary Capital Investment Management Ltd is incorporated in England under company number , registered office, 3 Hill Street, London, W1J 5LB. Binary Capital Investment Management Ltd is authorised and regulated by the UK Financial Conduct Authority (reference number ). Principal place of business: 3 Hill Street, London, W1J 5LB, England.
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