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Top 100 Funds 2019: Wealth preservation

Our pick of the best funds for wealth preservation
Top 100 Funds 2019: Wealth preservation

A fund that can limit downside can be helpful in many balanced portfolios in all market environments. And with a very uncertain environment for reasons including an unclear future for the UK due to its scheduled departure from the European Union and historically high US equity markets, limiting downside is more important than ever. With poor returns from low-risk bonds, investors need to find other ways to diversify the equity and higher-risk portions of their portfolios. Multi-asset funds that look to reduce volatility and downside are an option, as are absolute-return funds that aim to deliver positive returns.

 

NEW ENTRANT: SVS Church House Tenax Absolute Return Strategies (GB00BNBNRF27)

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