Why not invest your assets in the companies you really like? As Mae West said, Too much of a good thing can be wonderful.
10 defensive sectors 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 or a more attractive proposition appears.
Over time these core defensive shares 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.