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As a portfolio set up to manage some of the Rothschild family’s money, this is a “wealth preservation” investment trust. It achieves this by spreading its investments across assets including global shares, other funds, unlisted firms, property and more.
It currently trades at a 9pc premium – investors should watch for a drop in that premium to buy. Annual charge (ongoing charge figure, or OCF) 1.02pc, share class n/a British and American stocks, bonds and gold, plus a hefty amount in cash.
Its goal is to deliver an aboveinflation return over the long term, which it has achieved.