
Guardian Trend Following During A Crisis
Guardian trend following during a crisis document shows how the strategy worked in back testing during the 2008 crisis and live through the Covid-19 crisis.
Guardian Trend FollowingA low-cost tactically traded portfolio service design to grow and protect investment and pension assets by smoothing long-term returns.
Our five Guardian portfolios are designed to protect income paying portfolios by smoothing longer term returns which will allow Financial Advisers to plan with greater accuracy and confidence. Our portfolios are designed to assist in an efficient, reliable, low-cost decumulation pension strategy.
Decumulation investors could hold a combination of cash to support their income requirements and a Guardian Portfolio that focuses on providing consistent returns and capital protection. We do not use structured products that introduce additional risk and cost. Instead, we prefer the use of low-cost index-tracker funds as our underlying assets.
Smoother long-term returns, supporting more accurate cash flow modelling.
A strategy designed for pensions and focused on capital preservation.
Protecting investment and pension assets in times of market stress.
At any one time based upon our tactical trading signals each Multi-Index Portfolios may hold an equity allocation between the published maximum and nil.
The Guardian Defensive Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.
Read MoreThe Guardian Cautious Portfolio is a tactically traded passive 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.
Read MoreThe Guardian Balanced Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Read MoreThe Guardian Strategic Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
Read MoreThe Guardian Adventurous Portfolio is a tactically traded passive growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.
Read MoreHere are the FE Analytics reports that compare the relative performance over the past five years and the respective technical ratios for each of the five Guardian Portfolios against one another. These reports are updated monthly.
Performance ReportThis review covers the quarter until the 30th June 2022. Our Guardian portfolios have performed well in the recent volatile markets.
Quarterly Performance ReviewThe predicament faced by income seeking investors is downside sequence of returns risk and the potential impact this has on future capital values and income withdrawals.
A very real danger to long-term income investors is the potential damaging impact of early falls in a pension fund value causing a reduction in long-term capital values, also known as sequence of returns risk. This impact is magnified when income withdrawals are needed creating a ‘double’ fall in values. Research into sequencing risk shows that an early fall in an investment creates a long-term impact on capital values which can aff ect the long-term viability of income withdrawals. Also during decumulation, the process of selling the underlying assets for income when the market is falling has a greater impact on the reduction of the underlying capital.
The Crossing Point Guardian portfolios seek to minimise sequence of returns risk, volatility and maximum drawdowns by smoothing long-term returns through the combined use of asset allocation and trend-following tactical trading. This double layer of volatility control allows financial advisers to plan ahead with greater accuracy over future returns.
Crossing Point Guardian strategies are designed to protect capital values of income paying portfolios allowing retired investors to take an income from a portfolio with greater confidence.
Guardian trend following during a crisis document shows how the strategy worked in back testing during the 2008 crisis and live through the Covid-19 crisis.
Guardian Trend FollowingThe Guardian decumulation strategy document displays the effectiveness of the Guardian portfolios as a decumulation strategy.
Guardian Decumulation StrategyThis document demonstrates the impact that the sequence of positive and negative rates of return can have on an investment.
Sequence of Returns RiskThis consolidated document combines a number of the sales aids for the Guardian portfolios.
Guardian Consolidated Sales AidAfter a relatively strong year for equities, buoyed by continuing government and central bank fiscal and monetary support, more recent concerns around inflation, interest rate increases, the unwind...
The coronavirus has completely upended life and work over the past year. As a company, we moved to make changes and learn from the rapidly transforming investment landscape.
Last week volatility and values in equity markets reached levels last seen in April. The large jump in coronavirus cases has led to lockdowns throughout Europe and the UK causing equity markets to...