The Umbra Passive Passive Defensive Portfolio is for investors with a low risk tolerance. The portfolio aims to generate capital growth and income over the long term by investing up to 100% of its assets in global equities and fixed income ETFs. The portfolio targets a CPI +1% return per annum (net of fees) over a full market cycle of at least five years.
Total returns
0.0%
Annualized returns0.0%
Total returns
0.0%
Annualized returns0.0%
Starting balance
£
Ending balance£100,000
Disclaimer: Past performance is not indicative of future results. Investing in financial instruments involves
risks, including the potential loss of capital.
Asset Allocation
Fees & Estimated Yield
Fee Type
Value
Key Data
All figures shown in Key Data table are since inception date of portfolio