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.
Portfolio Information
Equity Content 0 - 40%
FE Risk Score - Portfolio 41
FE Risk Score - Benchmark 44
Volatility 3.86%
Alpha 2.13%
Beta 0.59%
Max Drawdown - Portfolio -2.85%
Max Drawdown - Benchmark -5.76%
Sharpe Ratio 0.27%
Sortino Ratio 0.29%
Management Fees inc. vat 0.30%
Fund Costs - OCF 0.20%
Default Sector Holdings
Global 8%
North American 5%
UK Large Cap 6.5%
UK Mid Cap 3.3%
UK Small Cap 0%
Europe 3%
Japan 2%
Pacific 3%
Emerging Markets 2.5%
Property 5%
Commodities 0%
Global Fixed Interest 19.4%
UK Gilts 10.4%
UK Index Linked Gilts 10.4%
UK Corporate Bonds 12.5%
Cash 9%
Cumulative Performance Chart
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.