Guardian Strategic Portfolio

Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

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

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.

Guardian Strategic Portfolio Guardian Strategic

Cumulative Performance Chart

Image Description

Cumulative performance chart shows % growth from 30/06/2015 to 30/06/2020 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.