Alpha Performance Portfolio. For Medium Risk Investors
If you chose this portfolio you are looking to preserve the real value of your investments by achieving above inflation returns. Preserving the value of your capital remains important and you are willing to accept a higher level of risk than our Centurion portfolio and market volatility to achieve your overall objectives. You may have some cash and alternative investments such as some commodities but you will have a greater proportion of your capital in UK and US main index equities.
Alpha Past Performance data sheet. File Size: 6,928Kb
Total returns before fees and charges
|Average Asset Return during year||36%|
|Gain over 1 year||33%|
|Largest Fall in value in period||6%|
For more information / Alpha portfolio investment enquiries, please Contact Middleton Private Capital directly. A member of our team is in hand and ready to help.
Please Note: Past performance should never be used as a guide to potential or expected future returns. Investments in equity markets can be volatile and you may get back less than your original investment. Allocation examples may vary subject to the discretion of the Middleton Private Capital Portfolio managers and may change on a regular basis. Data shown reflects an example of the Alpha portfolio allocation for the period 11th May 2020 to 10th May 2021.