Home
Portfolios/Online Valuations
Active Managed Portfolio
Balanced Managed Portfolio
Cautious Maanged Portfolio
Contact/Investment Warning
Market Commentary
  


Online Valuations for Registered Skandia Extranet Users:

https://www.skandia-life.co.uk/beacon/frameset/uk/clients.htm

                                                   PORTFOLIO OBJECTIVES

Through a careful selection of the various asset classes and volatility measurements this portfolio strategy aims to protect the capital value of our clients investments whilst targetting a level of growth that is superior to that on offer through Bank Deposit rates. The portfolio performance will be measured against the Investment Management Association Cautious Managed Index

                          ASSET ALLOCATION AS AT 30/09/2007

                                                       ASSET CLASS  %
Stocks16
Bonds10
Property15
Specialist39
Cash20
Total100


                                              PORTFOLIO PERFORMANCE

% Growth Year by Year to month end shown in Table

        Portfolio                            1 Year to 31/01/08  1 Year to 31/01/07 1 Year to 31/01/06   1 Year to 31/01/05 
ABC Cautious 2.23%8.29%  16.49%      11.80%

% 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

       Portfolio                         3 months     6 months        12 months          3 Years    Launch
ABC Cautious-2.09%-2.01%       -0.01%   29.09%44.31%
IMA Cautious-4.90%-5.00%-4.70%13.80%23.80%
Portfolio Outperformance2.81%  2.99%  4.69%15.29%20.51%

% Growth is calculated using selling prices with income reinvested back into the Fund net of taxes and charges.





Top