Cautious Strategy

A diversified mix of bonds, equities and other assets, with a higher weighting towards defensive holdings.

Each plays a role in protecting capital while allowing for gradual, consistent growth over time.

This strategy may suit investors who:

• Want to grow capital steadily without taking on high levels of risk

• Are comfortable with some market movement, but not significant volatility

• Prefer a balanced approach between stability and growth

• Are investing over the medium term

Managed in-house by our Guernsey-based investment team.

We take an active, long-term approach. Every holding is selected on its merits and its role within the portfolio.

The team meets regularly to assess global markets, and portfolios are adjusted when the facts change, not the headlines. Each investment is monitored continuously to ensure it continues to do its job.

Clients deal directly with the people making the decisions.

All investments carry risk. Their value can go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results. This information is provided for general purposes only and does not constitute financial or investment advice. Investments may not be suitable for all investors. If you are unsure about the suitability of an investment, you should seek independent financial advice.

Rocq Capital is a trading name of both Rocq Capital Management Limited and Rocq Capital Securities Limited, which are both licensed by the Guernsey Financial Services Commission.