{"id":671,"date":"2018-01-23T09:16:14","date_gmt":"2018-01-23T09:16:14","guid":{"rendered":"http:\/\/jbrearley.co.uk\/individual-investors\/?page_id=671"},"modified":"2026-02-10T11:23:31","modified_gmt":"2026-02-10T11:23:31","slug":"balanced-investment-strategy","status":"publish","type":"page","link":"https:\/\/www.jbrearley.co.uk\/individual-investors\/investment-strategies\/balanced-investment-strategy\/","title":{"rendered":"Balanced Investment Strategy"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row full_width=&#8221;stretch_row&#8221;][vc_column][rev_slider_vc alias=&#8221;our-people&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;428&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;.vc_custom_1660045484882{margin-bottom: 0px !important;}&#8221;][vc_custom_heading text=&#8221;Investment Strategy : <strong>Balanced<\/strong>&#8221; font_container=&#8221;tag:h1|font_size:30pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1516699009823{margin-top: 0px !important;margin-bottom: 30px !important;}&#8221;][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1516629820775{margin-top: 30px !important;margin-bottom: 30px !important;}&#8221;][vc_column][vc_custom_heading text=&#8221;OBJECTIVES:&#8221; font_container=&#8221;tag:h2|font_size:16pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal&#8221; css=&#8221;.vc_custom_1516631168133{margin-top: 0px !important;}&#8221;][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;.vc_custom_1732716339105{margin-top: 15px !important;}&#8221;]<\/p>\n<p class=\"western\" style=\"text-align: center;\" align=\"JUSTIFY\">The Balanced Investment Strategy is specifically designed for clients who specify a Medium Risk mandate and who place an equal emphasis on achieving long term growth in their capital and income. The portfolio will typically hold no more than 20% to 35% in lower risk investments and no more than 15% in higher risk investments.<\/p>\n<p class=\"western\" style=\"text-align: center;\" align=\"JUSTIFY\">The portfolio is benchmarked against the MSCI PIMFA Private Investor Balanced Index<\/p>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1516630375473{margin-top: 30px !important;margin-bottom: 30px !important;background-color: #f2f2f2 !important;}&#8221;][vc_column][vc_custom_heading text=&#8221;PERFORMANCE:&#8221; font_container=&#8221;tag:h2|font_size:16pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal&#8221; css=&#8221;.vc_custom_1516631197980{margin-top: 0px !important;}&#8221;][vc_row_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_custom_heading text=&#8221;Cumulative Total Return Performance&#8221; 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All performance figures shown are Total Return. As at 31st Dec 2025.<br \/>\n*Source: James Brearley[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner gap=&#8221;20&#8243;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text]<em>Total return performance has been calculated by adding in the projected income from the other positions being re-invested on a quarterly basis as part of a general re-balance exercise. Total return performance has been calculated up until December 2015 by assuming the receipt of a quarter of the projected income every 3 months with this being reinvested into two model positions at half yearly intervals.<\/em>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text]<em>Any performance information shown represents model portfolios which are periodically restructured and\/or rebalanced. Although the model portfolios are representative of a client\u2019s individual portfolio, the actual returns may vary from the model portfolio returns shown. In addition, model portfolio performance quoted does not take into consideration the cost of investing and \/or management fees. The returns achieved by a client may be lower than the returns shown above. Although the model portfolios are representative of a client\u2019s individual portfolio the asset allocation of and the investments held in a client\u2019s individual portfolio may differ.<\/em>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1516630970280{margin-bottom: 50px !important;}&#8221;][vc_column][vc_column_text][\/vc_column_text][vc_single_image image=&#8221;3478&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][vc_row_inner gap=&#8221;30&#8243;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p style=\"text-align: center;\"><strong>Asset Allocation Summary (31\/12\/2025)<\/strong><\/p>\n<p>[\/vc_column_text][vc_round_chart stroke_width=&#8221;2&#8243; values=&#8221;%5B%7B%22title%22%3A%22Bonds%22%2C%22value%22%3A%2222%22%2C%22color%22%3A%22blue%22%2C%22custom_color%22%3A%22%23E8E8E8%22%7D%2C%7B%22title%22%3A%22Low%20Risk%20Alternatives%22%2C%22value%22%3A%227.5%22%2C%22color%22%3A%22juicy-pink%22%2C%22custom_color%22%3A%22%2350485b%22%7D%2C%7B%22title%22%3A%22Property%22%2C%22value%22%3A%222.5%22%2C%22color%22%3A%22green%22%2C%22custom_color%22%3A%22%236ab165%22%7D%2C%7B%22title%22%3A%22UK%20Funds%22%2C%22value%22%3A%2213.0%22%2C%22color%22%3A%22violet%22%2C%22custom_color%22%3A%22%23fe6c61%22%7D%2C%7B%22title%22%3A%22Overseas%22%2C%22value%22%3A%2246.0%22%2C%22color%22%3A%22peacoc%22%2C%22custom_color%22%3A%22%238d6dc4%22%7D%2C%7B%22title%22%3A%22Specialist%22%2C%22value%22%3A%226%22%2C%22color%22%3A%22orange%22%2C%22custom_color%22%3A%22%236dab3c%22%7D%2C%7B%22title%22%3A%22Cash%22%2C%22value%22%3A%223%22%2C%22color%22%3A%22sky%22%2C%22custom_color%22%3A%22%236ab165%22%7D%5D&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<p style=\"text-align: center;\"><strong>Overall Risk Summary (31\/12\/2025)<\/strong><\/p>\n<p>[\/vc_column_text][vc_round_chart stroke_width=&#8221;2&#8243; values=&#8221;%5B%7B%22title%22%3A%22Lower%20Risk%22%2C%22value%22%3A%2232.5%22%2C%22color%22%3A%22blue%22%2C%22custom_color%22%3A%22%23E8E8E8%22%7D%2C%7B%22title%22%3A%22Medium%20Risk%22%2C%22value%22%3A%2264.5%22%2C%22color%22%3A%22pink%22%2C%22custom_color%22%3A%22%23E8E8E8%22%7D%2C%7B%22title%22%3A%22Higher%20Risk%22%2C%22value%22%3A%223.0%22%2C%22color%22%3A%22green%22%2C%22custom_color%22%3A%22%23ebebeb%22%7D%5D&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1516872647369{margin-top: 30px !important;background-color: #f2f2f2 !important;}&#8221;][vc_column][vc_custom_heading text=&#8221;CURRENT PORTFOLIO: TOP 10 LARGEST HOLDINGS&#8221; font_container=&#8221;tag:h2|font_size:16pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal&#8221; css=&#8221;.vc_custom_1516872605793{margin-top: 0px !important;}&#8221;][vc_row_inner gap=&#8221;30&#8243;][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_raw_html css=&#8221;&#8221;]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[\/vc_raw_html][\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][vc_row_inner gap=&#8221;30&#8243;][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_custom_heading text=&#8221;IMPORTANT INFORMATION&#8221; font_container=&#8221;tag:h2|font_size:16pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal&#8221; css=&#8221;.vc_custom_1517498618753{margin-top: 0px !important;}&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: center;\"><em><strong>Investing in stockmarket based investments may not be right for all investors. You should consider carefully and\/or seek professional guidance before investing. Please remember that past performance should not be seen as a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency movements and you may not get back the amount you originally invested.<\/strong><\/em><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1511265460160{background-color: #e1ecf2 !important;}&#8221;][vc_column][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_btn title=&#8221;Back To Investment Strategies&#8221; shape=&#8221;square&#8221; align=&#8221;center&#8221; link=&#8221;url:https%3A%2F%2Fwww.jbrearley.co.uk%2Findividual-investors%2Finvestment-strategies%2F|title:Investment%20Strategies&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221;][vc_column][rev_slider_vc alias=&#8221;our-people&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;428&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;.vc_custom_1660045484882{margin-bottom: 0px !important;}&#8221;][vc_custom_heading text=&#8221;Investment Strategy : Balanced&#8221; font_container=&#8221;tag:h1|font_size:30pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1516699009823{margin-top: 0px !important;margin-bottom: 30px !important;}&#8221;][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1516629820775{margin-top: 30px !important;margin-bottom: 30px !important;}&#8221;][vc_column][vc_custom_heading text=&#8221;OBJECTIVES:&#8221; font_container=&#8221;tag:h2|font_size:16pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal&#8221; css=&#8221;.vc_custom_1516631168133{margin-top: 0px !important;}&#8221;][vc_row_inner][vc_column_inner width=&#8221;1\/6&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;.vc_custom_1732716339105{margin-top: 15px !important;}&#8221;] The Balanced Investment Strategy is specifically designed for clients who specify a Medium Risk mandate and who place an&#8230;  <a class=\"excerpt-read-more\" href=\"https:\/\/www.jbrearley.co.uk\/individual-investors\/investment-strategies\/balanced-investment-strategy\/\" title=\"Read Balanced Investment Strategy\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":426,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-custom.php","meta":{"footnotes":""},"class_list":["post-671","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Balanced Investment Strategy - James Brearley ::<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.jbrearley.co.uk\/individual-investors\/investment-strategies\/balanced-investment-strategy\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Balanced Investment Strategy - James Brearley ::\" \/>\n<meta property=\"og:description\" content=\"[vc_row full_width=&#8221;stretch_row&#8221;][vc_column][rev_slider_vc alias=&#8221;our-people&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;428&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;.vc_custom_1660045484882{margin-bottom: 0px !important;}&#8221;][vc_custom_heading text=&#8221;Investment Strategy : Balanced&#8221; font_container=&#8221;tag:h1|font_size:30pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1516699009823{margin-top: 0px !important;margin-bottom: 30px !important;}&#8221;][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1516629820775{margin-top: 30px !important;margin-bottom: 30px !important;}&#8221;][vc_column][vc_custom_heading text=&#8221;OBJECTIVES:&#8221; font_container=&#8221;tag:h2|font_size:16pt|text_align:center|color:%23000000&#8243; google_fonts=&#8221;font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal&#8221; 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