Do capital preservation funds perform as planned?

These funds aim to protect investors’ capital come rain or shine
Volatility returned to equity markets during October and this recent market setback provides an opportunity to reappraise the merits of trusts that prioritise the avoidance of capital loss. Capital preservation funds are collectives with a strong track record of helping investors avoid large losses whilst growing their wealth too, albeit more slowly than adventurous, more risk-tolerant collectives. These trusts can suffer losses during widespread sell offs and there is...

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The Shares team

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