This investment portfolio is by far our most popular. It is diverse in its approach, holding property, hedge fund strategies, stockmarket investments and corporate bonds.
With only 35% of the portfolio relying on worldwide stockmarket’s improving, this portfolio works with caution in mind. The hedge strategies employed by 40% of the funds should cushion any dramatic falls in the equity markets.
During 2009, this portfolio produced positive growth in eight out of twelve months. Its worst month was February, where the portfolio was down by 1.85%. Its best month was April, where it produced 5%. For the 2009 calendar year the portfolio produced a total of 17.5%.
We expect this portfolio to produce positive and consistent growth in normal investment conditions, whilst being defensive during downward swings. Over a period of five years we would expect the investment to produce significantly more than a bank or building society account in normal market conditions.
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Thursday, 25 February 2010
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