GPS Optimized Portfolios #4
For clients that wish to put at risk a small proportion of existing capital in order to create additional wealth
Portfolio investment objective
The GPS Optimized Portfolios #4 framework aims to cap the annualised volatility of the portfolio at 6%. Its benchmark fell 17% peak to trough during 2008/09; by capping volatility, we aim to significantly improve on this. This portfolio identifies that the client wishes to put at risk a small proportion of existing capital in order to create additional wealth. 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, and we focus on capturing the compounding effect of a greater number of smaller, lower risk positive return.
Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.
Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.