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
PEP/ISA/SIPP compliant
£10,000 minimum in nominee account

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
PEP/ISA/SIPP compliant
£10,000 minimum in nominee account

PORTFOLIO CO-ORDINATOR:
Bev Taylor

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers
 

PILLING IDEAL PORTFOLIO: GROWTH

Medium risk, balanced return but growth biased, mainly UK investments.

INVESTMENT AIM:
To provide a balanced return of growth and income superior to the FTSE All-Share Index over medium and longer term by exposure to world equity and fixed interest markets via a medium risk portfolio of unit trusts, OEICs and investment trusts.

KEY FACTS:
Launch Date: 23 August 2001
PEP/ISA/SIPP compliant
£10,000 minimum in nominee account
 
PORTFOLIO CO-ORDINATOR:
Mike Tattersall

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers
 

INVESTMENT AIM:
To provide long term capital growth superior to the FTSE All-Share Index through exposure to equity and fixed income markets, together with unlisted investments, via a medium to high risk portfolio of unit trusts, OEICs and Investment Trusts.

KEY FACTS:
Launch Date: 23 August 2002
PEP/ISA/SIPP compliant
£10,000 minimum in nominee account

PORTFOLIO CO-ORDINATOR:
Nigel Moore

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers
 

PILLING IDEAL PORTFOLIO: OVERSEAS GROWTH

Medium and High risk, growth return, non-UK investments

INVESTMENT AIM:
To provide predominantly long term capital growth superior to the FTSE Global All-Cap (Ex UK) index through the active management of a diversified portfolio with exposure to equity and fixed interest markets, via a medium to high risk portfolio of unit trusts, OEICs and investment trusts.

KEY FACTS:
Launch Date: 23 April 2005
PEP/ISA/SIPP compliant
£10,000 minimum in nominee account

PORTFOLIO CO-ORDINATOR:
Terry Applegate

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers(PIP0308)

Discreet annual performance
 

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

-

Discreet annual performance (%) to 23rd March of year shown below (net income retained)
	2010	2009	2008	2007	2006	2005	2004
Higher Income PIP Model	+41.7%	-39.1%	-15.4%	+0.1%	+7.1%	-	-
FT Fixed Interest Index*	-	-	-	+4.8%	+6.6%	-	-
UK Gilt Index 10 – 15 years	+4.2%	-1.7%	-0.5%	-	-	-	-
Income PIP Model	+35.5%	-24.4%	-8.0%	+10.8%	+21.6%	+15.3%	-24.0%
FTSE 350 Higher Yield Index	+28.4%	-33.5%	-14.7%	+6.1%	+16.0%	+15.3%	+23.4%
Growth PIP Model	+33.8%	-24.0%	-13.3%	+12.6	+13.1%	+29.8%	+6.8%
Select Opps. PIP Model	+38.6%	-33.5%	-11.6%	+17.4%	+18.9%	+14.1%	-
FTSE All Share Index	+40.1%	-35.1%	-9.0%	+11.8%	+19.2%	+8.9%	-
Overseas Growth PIP Model	+53.4%	-33.2%	+9.4%	+9.5%	-	-	-
FTSE Global All Cap ex-UK	+30.7%	-38.1%	-2.6%	+18.0%	-	-	-
Past success should not be seen as a reliable indicator of future performance. The figures above are before commission and fees * The FT ceased to publish this index with effect from 21/12/06

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