| Core Portfolios | 5 Year | 10 Year | Assets Invested In |
| Adventurous | 10.76 | 13.49 | 100% Equity |
| Balanced Adventurous | 10.44 | 12.48 | 80% Equity 20% Fixed Interest |
| Balanced | 9.78 | 11.32 | 60% Equity 40% Fixed Interest |
| Balanced Cautious | 9.28 | 10.02 | 40% Equity 60% Fixed Interest |
| Cautious | 8.71 | 8.57 | 20% Equity 80% Fixed Interest |
| Conservative | 8.19 | 7.02 | 100% Fixed Interest |
Source: Morning Star
Each performance measurement; 5 and 10 years shows the average return per annum over the specified period, i.e. Adventurous Portfolio return over 10 year equals an average of 13.49% each year.
Please Note; the portfolios are graded in risk terms conditioned upon the exposure to Equity and Fixed Interest. The greater the degree of exposure to Equity the greater the risk to capital invested, whereas, the greater the exposure to Fixed Interest the lower the risk to capital invested. It should be noted ALL PORTFOLIOS CARRY AN ELEMENT OF RISK. Under Assets Invested In the core portfolios:
Equity = Stocks and Shares
Fixed Interest = Government Gilts, Corporate Bonds, Short-Term Deposits and Cash
The performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted herein. For information current to the most recent month-end, please ring 01664 474513 or email enquiries@fortifyinvestments.co.uk requesting latest portfolio returns.
The value of investments and any income from them may go down as well as up. You may not get back all of your original investment. You should not make any assumptions about the potential income, growth or returns based on anything included within this brochure. Past performance should not be considered a guide to future performance. Unless exclusively investing in the UK, foreign exchange exposure exists in all funds. Changes in foreign exchange rates may cause the value of investments to go down or up. It may also cause income from investments to go down or up. The principal risks associated with an investment are fully described in the prospectus of each fund provider that we provide to our client if we are recommending the fund to them.
The value of investments and any income from them may go down as well as up. You may not get back all of your original investment. You should not make any assumptions about the potential income, growth or returns based on anything included within this website.
