PROTECTION

Protection is a key consideration in the building and management of all Aria Protected Funds.

Wealth Protection

Investors and advisers fear loss, not risk. However, in the conventional funds industry, investors take on not only the risk of the funds but also the full risk to their capital. The conventional fund management industry, whether it is Fidelity or Invesco or Jupiter or any other of the advisers' stalwarts, try not to tell you this. They highlight great returns or expected yields, but do not highlight just how much risk you are taking. It is difficult for them to quantify, even though there are plenty of measures of risk in the market. The easiest way around this is to provide "protected funds", where the potential losses in the fund are known up front and managed out by the fund's construction.

Wealth protection means contented customers. They know what their potential losses are in advance and therefore the only surprise is how growth has progressed, not how much an investor has lost. Useful for planning and appropriate for all risk appetites, "protected funds" do what it says on the tin.

Protect your wealth

Protection Mechanisms

How does it work?

It relies on the expertise and risk-management skills of the investment banks that manage the assets of the Aria Protected Funds. Their experience, built up over years of delivering stable returns to institutional clients, is available for the first time to investors through the Aria Protected Funds family. On a daily basis, the investment banks manage the difference between the investment element and the protection element. This is not momentum investing, but a dynamically managed portfolio which analyses the movement in the market to maintain the required level of wealth protection.
Further information is available from your IFA.

Information Only

The information, material and applications presented in this website are provided to you for information purpose only and nothing contained on this website is, or should be considered as, an offer or a solicitation to sell or an offer or solicitation to purchase any of the products described on this website. The products described on this website are not likely to be available for purchase for all investors in all jurisdictions. Any prices published on this website are for information only and cannot be used for valuation or trading purposes. The information provided on this website is not, and may not be construed as constituting, investment advice or any form of recommendation as regards either individual products or strategies for investors. Past performance is not indicative of future results.