Online Valuations for Registered Skandia Extranet Users:
The Balanced Managed Portfolio has been designed for clients who wish to see the real value of their capital grow whilst maintaining a relatively controlled level of volatility. Once again the fund invests in a diversified portfolio of both equity and non-equity asset classes. The Fund of Funds is benchmarked against the Investment Management Association Balanced Managed Index.
ASSET ALLOCATION AS AT 31/03/08
% Growth Year by Year to month end shown in Table.
% Growth is calculated using selling prices with income reinvested back into the fund net of taxes and charges
Portfolio Performance as at 31/03/2008
% Growth is calculated using selling prices with income reinvested back into the Fund net of taxes and charges.