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This Portfolio Calculator can be used to demonstrate how even a small allocation to alternative investments within a po Our view is that every investor should carefuly consider the benefits of diversification to reduce risk and dependence on ocation to alternative investments within a portfolio can enhance returns and reduce volatility. ersification to reduce risk and dependence on specific performance. Total Portfolio: £50,000.00 Adjust the total portfolio amount and % allocations Standard Portfolio Blended Portfolio No alternatives Blend of standard & alternatives Asset Weight (%) Cash Asset Weight (%) Cash Equities 60 £30,000 UK Bonds 20 £10,000 Property 15 £7,500 Standard 80 £40,000 Cash 5 £2,500 Alternative 20 £10,000 Total 100 £50,000 Total 100 £50,000 Performance 100000 90000 80000 70000 60000 £000's 50000 40000 30000 20000 10000 0 1999 2001 2002 2003 2004 2005 2006 2007 2008 the total portfolio amount and % allocations in yellow (ensure totals = 100%) Alternative Allocation Alternatives only Asset Weight (%) Cash Gold 20 £2,000 SCS Farmland 80 £8,000 Green Oil 0 £0 Total 100 £10,000 Average Annual Return (%) Standard Portfolio 4.57 Blended Portfolio 6.41 Standard Portfolio Blended Portfolio 2008 2009 2010 Total Return (%) 56.28 86.18 Green Oil and SCS Farmland return capital to investors at the end of the term. This has not been included for the purposes of comparison Green Oil and SCS Farmland are based on forecast fixed annual payments Intelligent Partnership are not authorised to give investment/tax advice and you should seek independent financial advice on all information included in this document prior to making any investment decision. All forecasts are based The value of performance and are purely indicative. on historical your investment may rise or fall. No guarantees as to future performance in respect of income or capital growth are given either expressly or by implication and nothing expressed or implied should be taken as a forecast of future performance. This is not an offer to participate in a collective investment scheme as defined in the Financial Services and Markets Act 2000 (section 235) and as such buyers have no access to statutory or regulatory protections including the Financial Ombudsman Service and the Financial Services Compensation Scheme. Intelligent Partnership is not regulated by the FSA and is not authorised to offer advice to the general public concerning any regulated or unregulated investment.
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