2017 02 14 Recent articles Capture

Risk managed equity fund recent articles
Stable and rising returns with regular income for retirement planning

Risk managed equity fund (“protected equity”) and addresses sequencing risk – the impact of investment losses – in retirement. We buy and hold ASX20 blue chip high yielding shares and insure downside at the stock specific level with lowest cost alternatives on the ASX. We have a six year track record of delivering stable and rising investment returns with regular income. Our innovative risk management approach has at all times a risk‐return profile to participate in share price upside with minimal capital at risk (“hockey stick” payoff). Our strategy benefits from increasing stock market volatility.

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