The Daily Telegraph - Your Money - - FRONT PAGE -

col­lec­tion of funds we think stand out. To find out more visit tele­graph.co.uk/ go/de­fen­sive10.

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.

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