Contact

News & Insights

Blacktower Announces New Fund For The ‘Cautious’ Investor

Blacktower Announces New Fund For The ‘Cautious’ Investor – Press release 26/01/2023

Financial Management Group Blacktower have announced the launch of a new investment fund designed for the savvy yet cautious INVESTOR.

“We’ve wanted to offer a lower cost and more tentative fund for a long time,” explains John Westwood, founder and Group Chairman at Blacktower. “Low-risk safe havens have not served investors particularly well in the recent past as the concept of ‘TINA’ (There Is No Alternative) prevailed .

“The goal was creating a low-risk investment opportunity that still delivers a good return. This has been problematic in the past, with the idea that one needed to be predominantly invested in equities dominating, as there seemed to be no way to create a safe investment that delivered. TINA’s reign is over as high inflation has forced major central banks to increase the cost of money. 2022 was the worst year in 100 years for multi-asset investors. The vast reduction in negative-yielding debt provides perhaps the best indication of the major change in the investment environment over the past 12 months. While this has been a painful period for multi-asset investors, it has created a reasonable alternative to equities.”

The new Nexus Global Cautious Portfolio, a sub-fund of Libero International SICAV Plc, looks to take advantage of this new investment landscape with a portfolio featuring over 60% in quality bonds as its bedrock. This will be couple with a more modest allocation to equities. 

“This fund is designed for those with a desire to have something more risk averse,” John elaborates. “It’s lower risk, but still delivers a return and provides a viable alternative for those investors who are less willing to accept the volatility of the equity market.

This is a great opportunity for the more cautious investor who may be closer to drawing down, or perhaps simply has a more cautious outlook on life, to take advantage of an investment opportunity that isn’t nearly as volatile as other options. 

This communication is for informational  purposes only and is not intended to constitute as investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity.

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

GREXIT

Grexit

Yet again what another country does or doesn’t do could have huge implications of the rest of Europe and the Western world. 

The clock is ticking for the Greek government to pay back the International Monetary Fund over €1bn (£720m) in loans in early May, as well as fund €1.4bn Treasury bill redemptions, and other major payments, including coupon payments on Greek government bonds.

It would appear that the Greek finance minister Yanis Varoufakis has been sidelined in Greek debt negotiation talks, but as Holly Cook from Morningstar says “The situation hasn’t changed that much, no matter who is actually doing the talking, they can’t stray too far from what their original mantra was, because their original mantra was all about anti-austerity… They’ve got a relatively tight margin for maneuver.”

Read More

Tax Benefits of the Non-Habitual Resident Status

Over the past few years’ Portugal has developed a reputation as the new tax haven for affluent and high net worth individuals, all of whom wish to achieve tax optimization by relocating to a friendly, discreet and safe EU country. With Portuguese residency they are able to acquire a special tax regime, with many attractive […]

Read More

Select your country

Please select your country of residence so we can provide you with the most relevant information:

You are currently viewing the Blacktower Financial Management EU website.

You may be looking for the Blacktower United States website.

Blacktower United States > X Stay on this site

Or choose your country.