Preserving your wealth

Our Capital Preservation Portfolio provides a portfolio to people who are seeking a bulwark against a lost night’s sleep after another worrying market report on the Ten o’clock News.

We understand that some people find the ups and downs of equity markets hard to stomach, and this portfolio can provide a solution.

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What does the portfolio seek to achieve?


Our past performance


How long has the portfolio been running for?

How the service works

The portfolio:

  • Views risk both as volatility (variation of returns over a given past period), as well as the likelihood of loss caused by political, economic or commercial factors in the future
  • Recognises the importance of diversification in seeking to reduce volatility
  • Diversify by asset class; sectors and geographical region; and by fund managers and counterparties
  • Employs a dynamic approach across a wide range of mostly lower-risk investments.
  • May include higher-risk assets, for example outright equities and commodities, but only to increase diversification with a view to reducing overall portfolio volatility. 
Risk warning: You should remember that the value of investments and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest. The portfolio seeks to deliver a total return made up of income plus capital gain. In the event that you require a level of income higher than that generated by your portfolio, you should be aware this will dilute the capital value of your portfolio. Past performance is not a guide to the future. If you are in any doubt of the suitability of an investment for your particular circumstances, you should contact an investment manager for tailored advice.

NB – The portfolio is designed to provide a low volatility of returns, but a small number of its components may have a high level of volatility.

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If you would like a meeting to discuss this service, please do give us a call.

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John MacMahon - Director

John MacMahon is a founder partner of the business. He started the Capital Preservation Portfolio in 2008 and has run the strategy ever since.

Tom Hewitt - Director

Tom joined GBIM in 2017. He spent 14 years at Bank of Scotland and its successor Lloyds Bank and is co-manager on the portfolio.

GBIM Capital Preservation Portfolio Factsheet_Q4 2023

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Meet our team

We make investments work for you. Our team tailor their services to you and manage your portfolio, no matter the size, to help you achieve your objectives.

Our Approach

Attention to detail, openness and accountability are fundamental to what we do. To find out more about how we invest click below

News & Insights

Thought provoking ideas from our investment team.

Our Services

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