The Tuscan Approach
The Stirling House Defensive Portfolio is a multi-asset portfolio that offers dynamic asset allocation and fund selections. It has been specifically designed for Low risk investors.The assets within the Stirling House Defensive Portfolio are continually monitored and adjusted by our Fund Manager. It is an actively managed portfolio that is constantly adjusted within the Low/Defensive attitude to risk category.
The portfolio’s value and the income it generates can be expected to fluctuate down as well as up.
Portfolio Objective
Focus on capital protection with a limited participation in equity market growth. The aim is to preserve and enhance the portfolio’s capital value over the longer-term (minimum 5 years). The portfolio seeks to achieve this by using a dynamic asset allocation process and a global thematic approach to equity and bond selection.
Downloads
Latest Defensive Portfolio Factsheet (Open Here)
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