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Cautious

This portfolio is designed to provide a long-term capital return in excess of the IMA Cautious Managed Sector.

The objective is achieved by using a balanced investment approach gaining exposure to a number of different asset types including shares and bonds, primarily in the UK, with a focus on Blue chip, higher rated instruments.

The performance of all funds in your portfolio is constantly monitored and formally reviewed on a quarterly basis by an investment committee.

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