Portfolio Investment
Finovia Portfolio Solutions aim to generate long term wealth by protecting capital in down markets and enhancing wealth in up markets. The Portfolios’ philosophy is to create long term wealth by achieving regular compounding rates of return above cash in addition to limiting major losses to capital in difficult market conditions, through true diversification.
True diversification is achieved through a flexible approach to asset allocation. Each Portfolio is actively managed to include investments which are more likely to achieve their return objectives and, where appropriate, to also include investments which are likely to provide protection against significant downside risk.
Fact Sheets
Latest unit price
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Quarterly performance
