Our wealth preservation portfolios are designed to deliver real returns, whilst limiting the impact of downside risk over a medium to long term timeframe. They include:
Copia’s Select: Money Market is a cash-equivalent, value for money portfolios that works as an alternative to cash savings and bank deposits. This portfolio is designed to deliver a better return than cash products available through UK high street banks, with better liquidity than notice accounts which traditionally pay the highest interest rates but tie funds up for extended periods of time.
Copia’s Select Preservation model portfolio is designed to provide a broadly diversified model portfolio able to deliver real returns, whilst limiting the impact of downside risk over a medium to long term timeframe, constructed using a “blended” range of actively managed funds, ETFs and index funds.
Copia’s Select: Short Duration Bond Portfolio has been launched to take advantage of the conditions in the bond market not seen since the Global Financial Crisis. It is designed to meet a cautious investor’s demand for a low risk greater total yield enhancement over and above that offered by cash.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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