Style: Blended
Risk Profile: Balanced

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.

Benchmark
Total returns 0.0%
Annualised returns 0.0%
Starting balance
£
Ending balance £100,000
Total returns 0.0%
Annualised returns 0.0%

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

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