Provisio offer clients access to our unique range of risk graded portfolios which are constructed using low cost Index tracking funds. We are very pleased to report that all of our portfolios have beaten their appropriate benchmarks during 2011.

As well as beating their benchmarks over the year they have also beaten most of the competition in the Cautious and Balanced Managed Sectors in which they sit. In the Balanced Portfolio, our defensive stance stood us in good stead and our overweight exposure to both traditional & Index-Linked Gilts ensured that – unlike most of our competitors – our clients didn’t lose money over what was a very difficult year. Please click on the link below to see a chart showing the performance of our Balanced Portfolio against the index of large UK companies, the average IMA Balanced Managed Fund and a selection of the “usual suspects”…

http://www.provisiowealth.co.uk/docs/documents/Balanced_v_banks_2011_TR.pdf