BR report 2018

29 28 MINIMUM SUBSCRIPTION BY STRATEGY Growth strategies have the highest average Minimum Subscription at £50,789, and the most common value is £100,000. Entry level, growth and risk tend to have a correlation, so the increase in minimum subscription suggests a higher risk profile in this strategy. CAP. PRESERVATION & INCOME CAP. PRESERVATION & GROWTH GROWTH GROWTH & INCOME AVG MODE MIN MEDIAN MAX DIVERSIFICATION BY STRATEGY On average, Growth strategies display the greatest amount of diversification, with an average spread of 26 investee companies. This is up from 22 last year. As mentioned previously, all Growth strategies are focused on AIM quoted companies. CAP. PRESERVATION & INCOME CAP. PRESERVATION & GROWTH GROWTH GROWTH & INCOME AVG MODE MIN MEDIAN MAX “Providers of BR-focused products can look tomeet the demand in the IHTmitigationmarket for choice, control and flexibility and a clear balance between risk and reward, with transparency around investments, fees and charges.” — RICHARD SIMMONDS, CHIEF INVESTMENT OFFICER, BLACKFINCH CONSIDERATIONS FOR INVESTMENT £120,000 £100,000 £80,000 £60,000 £40,000 £20,000 £0 50 45 40 35 30 25 20 15 10 5 0 £34,375 £40,250 £50,789 £43,333