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.
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Source: Ascencia Investment Management. The figures (above) are for illustration purposes only at the risk level outlined as at 31/12/21 and should not be relied upon for decision making purposes. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. The investments discussed in this document may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.