Fusion Cautious Portfolio
Aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.
The Fusion Cautious Portfolio is a blended, tactically-traded passive and active growth strategy. It is aimed at medium to long-term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth. The smoothed nature of returns makes the portfolio attractive to both cautious investors and income taking investors.
The equity element of the portfolio will not exceed 45% but may in times of market weakness be reduced to zero and be replaced by gilts, bonds and cash. Fusion trading strategies seek to invest into equity when market momentum is rising but retain profits by moving to the security of gilts, bonds and cash, when market momentum falls. These strategies seek to enhance overall gain and reduce risk of loss.
The chosen passive index tracking funds and active investment funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals and cash.
The Fusion Cautious Portfolio is benchmarked against the average performance of the IA Mixed Investment 20%-60% Equity Sector.