Guardian 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 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. The smoothed nature of returns makes the portfolio attractive to income taking investors.

The equity element of the portfolio will not exceed 40% but may in times of market weakness be reduced to zero and be replaced by gilts and bonds. Guardian trading strategies seek to invest 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 Cautious Portfolio is benchmarked against the average performance of the IA Mixed Investment 20%-60% Equity Sector.

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Guardian Portfolios - A low-cost tactically traded portfolio service design to grow and protect investment and pension assets by smoothing long-term returns.

Guardian Trade Update

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...