Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
10 defensive investments form the core of the equity allocation where the best in class companies are selected that are expected to
perform well irrespective of economic conditions. Our past stock selection has included:
These shares are bought to be held for the long term and are generally held for the long term unless an adverse situation happens with the company/fund or a more attractive proposition appears.
Over time these core holdings have tended to outperform the FTSE 100, whilst exhibiting lower levels of volatility. Thus this selection provides the investor with a solid core from which to build a diversified portfolio & seek more adventurous returns.