Select Preservation

This page refers to the portfolio previously known as ‘Wealth Preservation’.

Copia’s Select Preservation model portfolio is designed to provide a broadly diversified model portfolio able to deliver real returns, whilst limiting the impact of downside risk over a medium to long term timeframe. The model portfolio is constructed using a “blended” range of actively managed funds, ETFs and index funds.

KEY POINTS

MSCI ESG SUMMARY

KEY INFO

YOUR CLIENT USE OF CAPITAL

Objective of wealth preservation

OBJECTIVES

Deliver diversified total returns, whilst limiting the impact of downside risk

ASSET ALLOCATION

Strategic allocation to different investment approaches with a tactical overlay using the Copia Risk Barometer

UNDERLYING SECURITIES

Copia Screened ETFs, index funds and active funds

OPTIMISATION CONSTRAINTS

Defined to target a maximum drawdown

COPIA FEE

0.30%

COPIA'S INVESTMENT APPROACH

Copia’s Select Preservation portfolio aims to achieve your client objectives by dynamically allocating between four different investment approaches in different market conditions. A dynamically managed tactical asset allocation overlay, driven by a systematic risk barometer, has the potential to narrow the dispersion of returns.

This portfolio helps manage potential downside risk in turbulent markets, whilst maintaining the opportunity to achieve diversified real returns. The Select Preservation portfolio provides diversification across multiple asset classes, geographies and investment strategies.

Why choose Select PRESERVation?

The strategy behind Select Preservation dynamically allocates between four different investment approaches in different market conditions. This approach may be suitable for your clients who have a low Capacity for Loss and who are seeking to preserve capital in real terms over the medium-term.

ASSET ALLOCATIONS

Evaluating Portfolio Strategy & Outcomes

Risk-Return Targets

Return target

4.0% Gross (rolling 10 year)

Max drawdown target

-10.0% (rolling 1 year)

Cumulative Returns

Select Preservation - Outcome Cumulative Returns

Source: Copia Capital Management. Refinitv Datastream.
Note: Use of simulated data from 30-Sep-2005 to 31-Oct-2020. Live fund data used where available.

Outcomes vs targets

Source: Copia Capital Management. Refinitv Datastream. Note: Use of simulated data from 30-Sep-2005 to 31-Oct-2020. Live fund data used where available.

For more information about the Copia Select Preservation range speak to one of our relationship managers by calling 0345 850 8880 or emailing us at [email protected]

Copia Capital Management

Fleet House, 8-12 New Bridge Street, EC4V 6AL

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 Copia Capital

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