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.
The report details recently published articles.