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Conservative

The Conservative portfolio has a high weighting to the Athena Global Growth UCITS fund due to its low SRRI rating of 3. Using a contrarian approach to mainstream markets, the fixed income section of the portfolio is weighted towards corporate bonds in diversified industry sectors, to suppress volatility and ensure returns consistent with this level of risk. Again to reduce volatility, The Athena UCITS fund also has an exposure to equities of not exceeding 40%, in line with it’s benchmark index the Arc Private Client Cautious Index. There is a small exposure to the Walls & Futures REIT to add some property diversification, and also to the Fortuna SICAV-SIF to add an element of capital appreciation to this otherwise defensive portfolio. The portfolio is 30 day liquid, although it is predominantly designed for clients with a 3-5 year time horizon. 

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0203 355 0570

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