Overview

For 364 days of the year, your defensive holdings could be doing nothing. But one day of the year, it could be the most important holding in your portfolio.

The purpose of the Defence component is to cushion the overall portfolio in times of stress.

We aim to protect your clients against market volatility by holding assets with a proven ability to defend when equities fall.  

This means we avoid unproven alternative assets and strategies and only hold cash or developed-market government bonds instead.

We actively monitor and tweak the mix of these assets to maintain a blend we believe will stand up to a period of upheaval.

If you want to learn more about how Fox Funds could generate strong long-term returns without the ups and downs of volatile market conditions, visit our product page.

Our team is ready to work with you to understand your clients’ needs and provide solutions that fit seamlessly into their existing portfolios.

Find out more.

Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing LLP. Any subscription to the fund should be made on the basis of the relevant product literature available from Downing, or from the ACD, Margetts Fund Management Ltd and your attention is drawn to the charges and risk factors contained therein. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested.

Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.