Guardian Portfolios
A low-cost managed portfolio service designed to grow and protect investment and pension assets by smoothing long-term returns and minimising maximum drawdowns.
Guardian Portfolios
Our unique managed portfolio service is conceived to help protect investment and pension portfolios from major stock market falls, mitigate sequence of returns risk, and reduce volatility allowing investors greater confidence in consistent returns.
The Guardian portfolios use a traditional diversified asset allocation model that is refined using trend following and market sentiment indicators on a regular basis. In times of market weakness, equity and fixed income allocations could be reduced.
Our six Guardian portfolios invest predominantly in low-cost passive index trackers and could be especially useful to protect income paying, drawdown portfolios by smoothing longer term returns which allows Financial Advisers to plan with greater accuracy and confidence. Our Guardian portfolios are designed to assist in an efficient, reliable, low-cost decumulation pension strategy.
Decumulation investors could hold a combination of cash to support their early income requirements and a Guardian portfolio that focuses on providing consistent returns and capital protection to reduce the sequence of returns risk to drawdown portfolios.
