Investment Strategies
Balanced Strategy
A balanced approach to growth and stability.
Find the middle ground.
Designed to deliver steady, long-term growth while maintaining a level of stability.
For investors who want a balance between protecting capital and growing it over time.
Built with a well-blended mix of growth and defensive assets.
At a glance
- Risk level
- Medium
- Return objective
- Cash +4–6%
- Time horizon
- 5+ years
- Focus
- Growth with stability
- Minimum investment
- £10,000
What it invests in
A diversified mix of equities, bonds and other assets, balanced to support both growth and stability.
Each holding plays a role in delivering long-term capital appreciation while helping to manage risk through diversification.
Who is it suitable for
This strategy may suit investors who:
Want a balance between growth and capital stability
Are comfortable with moderate levels of market movement
Are investing with a medium to long-term time horizon
Prefer a diversified, all-round approach
How it's managed
Managed in-house by our Guernsey-based investment team.
We take an active, long-term approach. Every holding is selected on its merits and its role within the portfolio.
The team meets regularly to assess global markets, and portfolios are adjusted when the facts change, not the headlines. Each investment is monitored continuously to ensure it continues to do its job.
Clients deal directly with the people making the decisions.
Downloads
Important Information
Everything you need to understand the strategy in more detail.
Rocq Capital Balanced Fund
Looking for fund units instead?
The Rocq Capital Balanced Fund is for clients who prefer to invest through fund units rather than a strategy portfolio. It aims to deliver medium to long-term capital growth through a diversified mix of assets, with around half typically invested in equities and the rest used to provide diversification and help manage volatility. The fund follows the same in-house asset allocation and investment selection approach used across our discretionary portfolios, with weekly dealing and a minimum initial investment of £5,000.
Download the factsheet and key documents below.
Disclaimer
Important information
All investments carry risk. Their value can go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results. This information is provided for general purposes only and does not constitute financial or investment advice. Investments may not be suitable for all investors. If you are unsure about the suitability of an investment, you should seek independent financial advice.
Rocq Capital is a trading name of both Rocq Capital Management Limited and Rocq Capital Securities Limited, which are both licensed by the Guernsey Financial Services Commission.
How to invest
You can invest from £10,000. If you'd like to understand how this strategy could fit within your wider portfolio, we're always happy to talk.