Guardian Defensive Portfolio

Aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.

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

The equity element of the portfolio will not exceed 25% 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 profi ts 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 and cash.

The Guardian Defensive Portfolio is benchmarked against the average performance of the IA Mixed Investment 0%-35% Equity Sector.

Cumulative Performance Chart

Image Description

Cumulative performance chart shows % growth from 09/09/2014 to 09/09/2019 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.