About the Elston Balanced Income portfolio

The Elston Balanced Income portfolio is managed by Elston Portfolio Management using research, analytics and insights from Elston Consulting.
It is available on platforms for financial advisers.​

Key Points

1. Focus on income with potential for growth: The portfolio has a clear focus on income, but with a 50% allocation to equities, it also has potential for growth.
2. Achieving a balance: The portfolio is evenly balanced between a 50% allocation to equity income and a 50% allocation to bond and income-generative alternatives.
3. Builts with funds: The portfolio is built with a broad number of carefully selected funds for availability to advisers across platforms.

Accessing this solution

This is a MPS service available to UK advisers via platforms by request.  Contact us for more information.

MULTI-ASSET INCOME INSIGHTS

About the index

​Elston Multi-Asset Income Index [ESBMAI Index

Index Objectives:

The Elston Multi-Asset Income Index is designed to provide a reference index for income-oriented strategies within a balanced mandate for GBP-based investors.  It is available both as a Price Index [ESBMAIP Index] and a Total Return Index [ESBMAI Index].
Format: Non-significant Benchmark Index
​Data Contributors: Elston Indices
Methodology Owner: Elston Indices
Benchmark Index Administrator: Elston Indices

Responding to the income challenge:
1. Yield is back
2. Sizing risk is key
3. Multi-asset income provides a diversified approach

Watch the CPD: Investing for Yield

Watch the CPD Webinar: Diversifying income risk (CISI accredited: 1h CPD)

Watch the CPD Webinar: Dividend concentration risk (CISI accredited: 1h CPD)