Indigo Finance and Investments
Indigo House
Chester
CH11 1XX
England
UK

Date: 08/03/2025
Reference: PCR-830
Mr Tom Park
6, Big House, On the Hill
Horsforth
Leeds
LS99 5XX

Dear Tom Park,

A summary breakdown of your attitude to risk score as gathered during the completion of the client questionnaire is shown below and I have determined that you have a Moderately Cautious approach to investments.

This has helped me recommend certain funds for investment that suit your attitude to risk and capacity for loss.

In general, Moderately Cautious investors are uncomfortable taking risk with their investments, but would be willing to do so to a limited extent. They realise that risky investments are likely to be better for longer-term returns.

Moderately Cautious investors typically prefer certain outcomes to gambles. They can take a relatively long time to make up their mind on financial matters and may suffer from regret when decisions turn out badly. Moderately Cautious investors may have some experience of investment products, but will be more familiar with bank and building society accounts than other types of investments.

I recommend that your investment utilises the following funds which are consistent with your Moderately Cautious risk profile and rating of 4.
Name ID Code Standard Code On Panel Value
Fidelity South East Asia 28353 FK06 Citicode Yes £221
First State AsiaPacLdrs A GBP Acc 31532 QI52 Citicode Yes £221
BlackRock UK Dynamic A Acc 30406 LO88 Citicode Yes £255
M&G Recovery A Acc GBP 30774 MG52 Citicode Yes £255
Artemis Income R Acc 28992 HM06 Citicode Yes £510
M&G American A Acc GBP 30761 MG31 Citicode Yes £510
Cazenove UK Growth & Income B Acc 30046 KR44 Citicode Yes £578
Schroder Tokyo A Acc 32581 UM18 Citicode Yes £578
JOHCM Continental European Ret GBP 29691 JF17 Citicode Yes £637.5
JPM US A Acc 31833 RT10 Citicode Yes £637.5
Threadneedle American R Acc GBP 32280 TH28 Citicode Yes £646
Fidelity Moneybld Income 28350 FJ84 Citicode Yes £765
Invesco Perp Corporate Bd Acc 31334 P181 Citicode Yes £765
Aviva Inv Property Trust Acc 31159 NM40 Citicode Yes £901
M&G Property Portfolio A Acc GBP 28231 FBV8 Citicode Yes £1,020
      TOTAL: £8,500

Using the Fund Provider Axa Elevate the total for investment is £8,500.
Yours Sincerely,
Indigo Finance