The Nexus Global Cautious Portfolio is an actively managed, globally diversified, multi-asset class fund. The aim is capital protection and modest capital appreciation.
The Cautious Portfolio is intended to create a lower-risk investment opportunity that delivers an attractive return.
- Cautious Portfolio
Diversified & Liquid
The Nexus Global Cautious Portfolio is a diversified and liquid portfolio of developed market government, supranational and investment grade corporate bonds combined with a limited allocation to global equities.Â
It is not constrained by one particular investment style such as growth or value, nor is it constrained by a benchmark. The portfolio will seek to provide an attractive level of income without taking undo levels of credit risk.Â
- Cautious Portfolio
Equity Allocation
The equity allocation in the portfolio will offer a combination of attractive dividends and capital growth by investing in a selection of large cap, developed market equities.Â
The Nexus Global Cautious Portfolio is for an investor who seeks attractive income and the potential for modest capital appreciation, with lower volatility than the Nexus Dynamic or Nexus Solutions Portfolios.Â
- What You Can Expect
Long Term Strategy
Our investment services are driven by the needs of our clients.
Highly Diversified & Liquid
Nothing hidden when it comes to process, performance or fee’s.
Accumulation Units Only
A business built on efficiency, flexibility, and proactiveness.
Fixed Interest
Digital, in-person, and print reporting suited to client preferences.
Cash & Equities
Continual evaluation against agreed objectives.
