Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out
Your Federal Quarterly Tax Payments are due April 15th Get Help Now >>

Portfolio-Calculator-6.0-no-introducer-brand

VIEWS: 5 PAGES: 6

									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.

								
To top