PILLING IDEAL PORTFOLIO: INCOME
Medium risk, balanced return but income biased, mainly UK investments.

INVESTMENT AIM:
To provide an income return comparable to the FTSE 350 High Yield Index with growth over medium and longer term by medium risk exposure to world equity and fixed interest markets via unit trusts, OEICs and investment trusts.

KEY FACTS:
Launch Date: 23 August 2001
ISA/SIPP compliant
£20,000 minimum

PORTFOLIO CO-ORDINATOR:
Alistair Hodgson

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers
 

PILLING IDEAL PORTFOLIO: HIGHER INCOME
Low to Medium risk, income return investments.

INVESTMENT AIM:
To provide a higher level of income than 10 year gilt yields and a capital performance consistent with the UK Gilt 10-15 year Index from a portfolio of Unit Trusts, OEICs, funds and Investment Trusts investing in UK and overseas fixed interest and property investments.
 
KEY FACTS:
Launch Date: 23 August 2002
ISA/SIPP compliant
£20,000 minimum

PORTFOLIO CO-ORDINATOR:
Bev Taylor

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers

 

2008	2007	2006	2005	2004	2003
-12.3	-4.9	3.4	8.6	3.7	-
-	-	-0.5	4.0	-1.7	-
1.1	-4.4	-	-	-	-
-7.9	5.2	13.3	23.3	7.4	3.9
-18.2	3.9	10.0	22.0	3.9	-2.8
-11.5	20.4	20.7	11.2	41.5	-24.3
-14.1	15.0	12.1	28.3	10.5	-
-12.3	6.5	12.8	22.5	3.7	-27.2
3.4	13.9	18.6	-	-	-
-12.4	15.7	14.3	-	-	-

-12.3

-4.9

3.4

8.6

3.7

-