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Safety First Portfolio

Our range of Safety First portfolios aim to provide volatility-targeted returns for clients, while at the same time ensuring a smooth investment journey by seeking to protect wealth from market lows and sudden periods of volatility.


Safety First 2

The Safety First 2 framework aims to target the annualised volatility of the portfolio at 3%. Consistent with our investment philosophy, we still recognise that the significant avoidance of losses through active asset allocation during periods of market stress dramatically improves risk- adjusted performance.

  • CASH (30%)
  • ROYAL LONDON ENHANCED CASH PLUS FUND (17%)
  • FIDELITY INDEX WORLD-P-AC (4.50%)
  • EF - TELLSONS ENDEAVOUR A ACC (4%)
  • XTRACKERS GLOBAL INFLATION-LINKED BOND (4%)
  • ARTEMIS TARGET RETURN BOND (4%)
  • ALLIANZ STRATEGIC BOND (4%)
  • ARTEMIS STRATEGIC BD-I-M-ACC (4%)
  • HERMES UNCONST CRD-F GBP A H (3.5%)
  • ROYAL LONDON SH DUR CR-M INC (3.5%)
  • Risk Rating Level 2
  • Ongoing charge figure Capped at 0.40%
  • Volatility Target 3%
  • Benchmark Libor 3 months
  • DFM fee 0.5%

Safety First 3

The Safety First 3 framework aims to target the annualised volatility of the portfolio at 4%. However, consistent with our investment philosophy, we still recognise that the significant avoidance of losses through active asset allocation during periods of market stress dramatically improves risk-adjusted performance.

  • CASH (24.5%)
  • ROYAL LONDON ENHANCED CASH PLUS FUND (15.5%)
  • FIDELITY INDEX WORLD-P-AC (7.50%)
  • ARTEMIS STRATEGIC BD-I-M-ACC (4%)
  • ISHARES WORLD VALUE (3.5%)
  • XTRACKERS GLOBAL INFLATION-LINKED BOND (3.5%)
  • BROOKS MACD DEFENSIVE CAP-CA (3%)
  • EF - TELLSONS ENDEAVOUR A ACC (3%)
  • HSBC EUROPEAN INDEX-C ACC (3%)
  • FIDELITY INDEX US-PA (3%)
  • Risk Rating Level 3
  • Ongoing charge figure Capped at 0.40%
  • Volatility Target 4%
  • Benchmark Libor 3 months + 0.5%
  • DFM fee 0.5%

Safety First 4

The Safety First 4 framework aims to target the annualised volatility of the portfolio at 6%. However, consistent with our investment philosophy, we still recognise that the significant avoidance of losses through active asset allocation during periods of market stress dramatically improves risk-adjusted performance.

  • CASH (17.5%)
  • ROYAL LONDON ENHANCED CASH PLUS FUND (13.5%)
  • FIDELITY INDEX WORLD-P-AC (10.5%)
  • ISHARES WORLD VALUE (6.5%)
  • FIDELITY INDEX US-PA (6%)
  • HSBC EUROPEAN INDEX-C ACC (5%)
  • ARTEMIS STRATEGIC BD-I-M-ACC (4%)
  • BROOKS MACD DEFENSIVE CAP-CA (3%)
  • HSBC ASIA PACIFIC EX JAPAN SUSTAIN EQ UCITS ETF (3%)
  • XTRACKERS GLOBAL INFLATION-LINKED BOND (3%)
  • Risk Rating Level 4
  • Ongoing charge figure Capped at 0.40%
  • Volatility Target 6%
  • Benchmark Libor 3 months + 1%
  • DFM fee 0.5%

Safety First 5

The Safety First 5 framework aims to target the annualised volatility of the portfolio at 8%. However, consistent with our investment philosophy, we still recognise that the significant avoidance of losses through active asset allocation during periods of market stress dramatically improves risk-adjusted performance

  • CASH (12.5%)
  • ROYAL LONDON ENHANCED CASH PLUS FUND (11.75%)
  • FIDELITY INDEX WORLD-P-AC (10.5%)
  • FIDELITY INDEX US-PA (8%)
  • ISHARES WORLD VALUE (6.5%)
  • HSBC EUROPEAN INDEX-C ACC (6%)
  • L&G MA TARG RET FD-I ACC (4%)
  • HSBC ASIA PACIFIC EX JAPAN SUSTAIN EQ UCITS ETF (4%)
  • ARTEMIS STRATEGIC BD-I-M-ACC (4%)
  • BROOKS MACD DEFENSIVE CAP-CA (3%)
  • Risk Rating Level 5
  • Ongoing charge figure Capped at 0.40%
  • Volatility Target 8%
  • Benchmark Libor 3 months + 1.5%
  • DFM fee 0.5%

Safety First 6

The Safety First 6 framework aims to target the annualised volatility of the portfolio at 10%. However, consistent with our investment philosophy, we still recognise that the significant avoidance of losses through active asset allocation during periods of market stress dramatically improves risk-adjusted performance.

  • CASH (12%)
  • FIDELITY INDEX WORLD-P-AC (12%)
  • FIDELITY INDEX US-PA (10%)
  • ROYAL LONDON ENHANCED CASH PLUS FUND (8.75%)
  • HSBC EUROPEAN INDEX-C ACC (7%)
  • ISHARES WORLD VALUE (7%)
  • L&G MA TARG RET FD-I ACC (5%)
  • HSBC ASIA PACIFIC EX JAPAN SUSTAIN EQ UCITS ETF (5%)
  • FIDELITY INDEX JAPAN-P ACC (4%)
  • ARTEMIS STRATEGIC BD-I-M-ACC (4%)
  • Risk Rating Level 6
  • Ongoing charge figure Capped at 0.40%
  • Volatility Target 10%
  • Benchmark Libor 3 months + 2%
  • DFM fee 0.5%