IFSL Sinfonia – Risk Targeted Fund Range

A diversified fund range

We provide a range of five risk-targeted funds rated from low investment risk to high risk. Below outlines the objectives and investor traits for each portfolio to help you understand which portfolio you would be most suited to.

There is a risk rating system for investments, which runs from low risk (risk rating 1) through to high risk (risk rating 10). Sinfonia offers funds between risk ratings 3 and 7.

IFSL Sinfonia Income Portfolio (Risk-Rating 3)

Investment Objective

To provide regular income with some potential for capital growth over the long-term. We aim to achieve this by investing in a diversified portfolio of equities, fixed interest securities, warrants and cash instruments primarily through investment in a portfolio of collective investment schemes. There will be a focus on UK assets.

Investment Type

This portfolio is designed for investors who are willing to accept relatively small amounts of investment risk. The majority of the fund invests in cash and fixed interest securities which offer a relatively stable return compared with equities. Investors understand their investment should be held for the medium to long-term (at least 5 years) and the value and income it provides can fall. This fund may not be suitable for non-taxpayers investing via an ISA. Tax paid on interest-bearing investments held within this fund may not be recovered.

IFSL Sinfonia Cautious Managed Portfolio (Risk-Rating 4)

Investment Objective

To provide long-term returns, by a combination of both capital growth and income generation. We aim to achieve this by investing in a diversified portfolio of equities, fixed interest securities, warrants and cash instruments primarily through investment in a portfolio of collective investment schemes. There will be a focus on UK assets.

Investment Type

This portfolio is designed for investors who are able to accept moderate levels of investment risk. With just over half of the fund made up of equities, investors expect a higher capital growth compared with the IFSL Sinfonia Income Portfolio. An investment should be held over medium to
long-term and the investor understands that value and any income can fall.

IFSL Sinfonia Income and Growth Portfolio (Risk-Rating 5)

Investment Objective

To provide income and capital growth for investors over the long-term. We aim to achieve this by investing in a diversified portfolio of equities, fixed interest securities, warrants and money market instruments primarily through investment in a portfolio of collective investment schemes. There will be a focus on UK assets.

Investment Type

This portfolio is designed for investors who are relatively comfortable about investment risk. They do not set out to invest in risky investments but equally do not avoid them. Investors accept the value of their investment will go up and down and expect higher returns over the long-term (at least 5 years). They understand this is not guaranteed.

IFSL Sinfonia Balanced Managed Portfolio (Risk-Rating 6)

Investment Objective

To provide medium to long-term capital growth. We aim to achieve this by investing in a diversified portfolio of equities, fixed interest securities, warrants and money market instruments primarily through investment in a portfolio of collective investment schemes. There will be a focus on UK and European assets.

Investment Type

This portfolio is designed for investors who are comfortable with investment risk in exchange for higher potential returns over the long- term. The majority of their portfolio is invested in equities and fixed interest securities that can fluctuate in value often for long periods of time.

IFSL Sinfonia Adventurous Growth Portfolio (Risk-Rating 7)

Investment Objective

To provide long-term capital growth. We aim to achieve this by investing in a diversified portfolio of equities, fixed interest securities, warrants and money market instruments primarily through investment in a portfolio of collective investment schemes. There will be a focus on UK assets.

Investment Type

This portfolio is designed for investors who are positive about taking on investment risk aiming for high long- term investment returns. They are not concerned if the value of their investment falls in the short to medium term. The value of their investment usually reflects movements in the stock markets.

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Sinfonia Asset Management Ltd is registered in England No. 06309491. Registered Office: 5 Lister Hill, Horsforth, Leeds, LS18 5AZ.
Sinfonia Asset Management is not regulated or authorised by the Financial Conduct Authority or the Prudential Regulation Authority.
Investment Funds Services Limited (IFSL) is the Authorised Corporate Director for the IFSL Sinfonia OEIC. IFSL is regulated and authorised by the Financial Conduct Authority.

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