Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
The equity element of the portfolio will not exceed 70% 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 Strategic Portfolio is benchmarked against the average performance of the IA Mixed Investment 40%-85% Equity Sector.
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.
The announcement on Monday by Pfizer and BioNTech revealed an over 90% efficiency for their coronavirus vaccine and caused a huge jump in equity values. There are still several hurdles to complete ...
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...
