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.
Disclaimer: Past performance is not indicative of future results. Investing in financial instruments involves risks, including the potential loss of capital.
| Fee Type | Value |
| Metric | Value |
All figures shown in Key Data table are since July 1st, 2019. You can download the latest factsheet of the Umbra Portfolio model in the link below