Broughtons Financial Planning Ltd - Independent Financial Advisers and Wealth Managers

Model Portfolio Framework

Defensive

Income reinvested

(est. 2% - 3% pa)

Minimum 3 years

Capital Growth or Income or combination of both. Managed with a very low risk to capital.

IMA Mixed Investment 0-35% Shares TR

Income reinvested

(est. 4% - 5% pa)

Minimum 4 years

Capital Growth or Income or combination of both. Managed with a low risk to capital.

IMA Mixed Investment 20-60% Shares TR

Income reinvested

(est. 3.5% - 4.5% pa)

Minimum 5 years

Capital Growth or Income or combination of both. Managed with a medium risk to capital.

IMA Mixed Investment 40-85% Shares TR