Our Investment Performance
Blue Sky Balanced Portfolio
99.21 %
.
UT Mixed Investment 40%-85% Shares sector
54.84 %
.
Currently there are ten model portfolios offered by Blue Sky Financial Planning allowing an investor to choose appropriate investment strategies in accordance with their risk profile and investment objectives:
Lump Sum Investment Portfolios
- Defensive
- Defensive/Balanced
- Balanced
- Balanced/Aggressive
- Opportunities
Monthly Savings Investment Portfolios
- Defensive - Monthly
- Balanced - Monthly
- Opportunities - Monthly
Income Generating Investment Portfolios
- Balanced Income
- Global Income
Total Return Bid-Bid line chart since start of data, 08 Sep 2004, of UT Mixed Investment 40%-85% Shares sector and Blue Sky Balanced Portfolio from UK Retail UT and OEICs universe rebased in Pounds Sterling. The price of stocks, shares and funds, and the income from them, may fall as well as rise. Graph was sourced from Financial Express on 4th January 2011. Past performance is not necessarily a guide to future returns. Performance graph excludes the effect of charges.
Our Performance
Our investment strategies have created real value for clients. View our investment performance by clicking the graph below
esmartmoney
Our bi-monthly Smart Money magazine details ideas for Pensions, Investments, Protection and Business Planning.
Tactical Planning
High-rate pensions tax relief faces axe
Feb
16
2012
Wealthier savers should be stripped of the higher-rate tax relief on pensions, or so says Chief Secretary to the Treasury... Read more
Are you Contracted Out of the State Second Pension?
Feb
03
2012
From 6 April 2012, those with Personal Pensions, Stakeholder Pensions or Occupational Money Purchase (Defined Contribution) Pensions, will no longer... Read more
Could you and your family survive if you were unable to work?
Jan
27
2012
More than half of UK workers would be unable to survive for more than three months without work.... Read more
