Save me the trouble

A wealth preservation update

Last November we looked at wealth preservation trusts. Generally, their remit is to offer a diversified portfolio along with a goal of downside protection when markets are wobbly.

You can forget about the trouble of investing and let them gradually build wealth over the years.

In other words, they try not to lose money and try to make some when they can.

Wealth preservation as imagined by Midjourney

As markets are indeed wobbly, let’s have a look at how they are doing, from the bottom up.