We also offer two Income portfolios reflecting two risk-return profiles. These portfolios are designed to generate a consistent source of growing income for each risk profile, while seeking to grow the value of the capital invested in line with the rate of UK inflation.
The objective of the Parallel Conservative Income Portfolio is to provide a regular income with the prospect of some capital growth over the medium term (5 years plus). The Portfolio offers exposure to a range of collective investments providing diversity across regions and asset classes. To reduce investment risk the Portfolio maintains a bias towards fixed income and cash, with equity holdings limited to 35%.
| Equities | 25.94% | |
| Fixed Interest | 45.57% | |
| Alternatives | 12.04% | |
| Cash | 16.45% |
The objective of the Parallel Balanced Income Portfolio is to provide a regular income with capital growth over the medium term (5 years plus). The Portfolio offers exposure to a range of collective investments providing diversity across regions and asset classes. To provide the potential for greater returns than those available from fixed income and cash the Portfolio may have a bias towards equity holdings, although this will be limited to 85%.
| Equities | 59.23% | |
| Fixed Interest | 19.50% | |
| Alternatives | 11.79% | |
| Cash | 9.48% |