In today's video, we look at how you might think about “defensive” investments. We explain how defensive investment has been rather trickier than the aggressive bit in recent years. This is because real interest rates (after inflation) have been so low or even negative for a long time.
I explain that this one of the key reasons we built and launched our own investment fund - the snappily named VT PEF Global Multi-Asset Fund. We cover the ideas of true diversification and formula based trend following, and how we use both of these techniques in our fund.
If you want to own a wide selection of assets in one place and avoid the stress and administrative hassle of figuring out how to do that, you may find our fund one good potential option, particularly for the defensive proportion of your portfolio.
PLEASE NOTE: Certain elements of this video, most particularly, the references to the VT PEF Global Multi-Asset Fund can be considered a financial promotion. This is intended for UK residents only. The financial promotion is communicated by Plain English Finance Ltd. (7503422) which is authorised and regulated by the Financial Conduct Authority (564876) with its registered office of: Stag Gates House, 63/64 The Avenue, Southampton, Hampshire, United Kingdom, SO17 1XS. Please see further disclaimers below.
SOME KEY RESOURCES FOR YOU:
My best-selling book on Amazon: "How to Own the World"
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My new book: "Our Future is Biotech"
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INVESTMENT ACCOUNT PROVIDERS
For ISA and other investment accounts...
Hargreaves Lansdown
www.hl.co.uk/i...
Capital at risk.
Interactive Investor
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Capital at risk.
For buying and storing physical gold & silver...
Bullion Vault
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PLEASE NOTE - for more information on these companies and other key resources, please do check out this page of our website: plainenglishfi...
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IMPORTANT DISCLAIMERS
Please note: Some of the links on this page are affiliate-links. This means that if you use them we will be paid a small commission by the relevant company. To be clear - there will be no additional charge for you if you do this.
Your capital is at risk when you invest. The value of investments and any income from them may fall as well as rise, the return may increase or decrease as a result of currency fluctuations, and you may not get back the amount of your original investment.
Plain English Finance Limited does not make any recommendations regarding the suitability of any product for you and the information provided here should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment.
Whilst Plain English Finance Limited has used all reasonable efforts to ensure the accuracy of the information contained in this video at the time of publication (November 2023), no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained herein.
Certain economic and market information contained herein has been obtained from sources prepared by other parties. While such sources are believed to be reliable, neither Plain English Finance Limited nor any of its directors or advisers assumes any responsibility for the accuracy or completeness of such information.
Please note: Past performance is not a reliable indicator of future performance. The value of investments and any income from them may fall as well as rise, the return may increase or decrease as a result of currency fluctuations, and you may not get back the amount of your original investment.
To the fullest extent permitted by law Plain English Finance Limited, its directors, shareholders, partners, advisers or representatives shall not have any responsibility or liability whatsoever (for negligence or otherwise) for any loss howsoever arising from any use of this video or its contents or otherwise arising in connection with this video. The information set out herein may be subject to material updating, completion, revision and amendment.
Plain English Finance is Authorised and regulated by the Financial Conduct Authority (FCA) under ref. FRN 564876 and a registered limited company in England, number 7503422.
Негізгі бет Why low risk (defensive) investments are so hard to find...
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