Guardian Adventurous Portfolio
Aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.
The 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. The smoothed nature of returns makes the portfolio attractive to income taking investors.
The equity element of this portfolio will not exceed 85% but may in times of market weakness be reduced to zero and be replaced by gilts and bonds. Guardian trading strategies seek to invest heavily into equity when market momentum is rising but retain profits by moving to the security of gilts and bonds when market momentum falls. These strategies seek to enhance overall gain and reduce risk of loss.
The chosen passive index tracking funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash..
The Guardian Adventurous Portfolio is benchmarked against the average performance of the IA Mixed Investment 40% -85% equity sector.
Portfolio Information
Equity Content 0 - 85%
FE Risk Score - Portfolio 67
FE Risk Score - Benchmark 62
Volatility 6.26%
Alpha 1.50%
Beta 0.82%
Max Drawdown - Portfolio -4.94%
Max Drawdown - Benchmark -8.27%
Sharpe Ratio 0.49%
Sortino Ratio 0.50%
Management Fees inc. vat 0.30%
Fund Costs - OCF 0.14%
Default Sector Holdings
Global 16%
North American 15%
UK Large Cap 14%
UK Mid Cap 6%
UK Small Cap 0%
Europe 7%
Japan 6%
Pacific 6%
Emerging Markets 10%
Property 5%
Commodities 0%
Global Fixed Interest 5%
UK Gilts 2%
UK Investment Grade Bond 2%
UK Short Duration Inv. Grade Bond 4%
Cash 2%
Cumulative Performance Chart
Cumulative performance chart shows % growth from 02/01/2015 to 03/01/2020 calculated using bid prices with income re-invested into the fund net of tax. The cumulative performance chart shows how the portfolio has performed against the benchmark taking into account the changing composition of the portfolio over the period of time shown.