Investment Strategies
Defensive Strategy
A steady alternative to holding excess cash.
Protect your capital.
Keep it working.
Designed to preserve capital while delivering modest returns above cash.
For investors who prioritise stability and income over growth.
Built using lower-risk assets to provide steady, low-volatility returns over time.
At a glance
- Risk level
- Low
- Return objective
- Cash +1–3%
- Time horizon
- 3–5+ years
- Focus
- Income and capital preservation
- Minimum investment
- £10,000
What it invests in
A diversified mix of government bonds, high-quality corporate bonds and money market instruments.
Each plays a role in providing stability, liquidity and consistent income, while reducing exposure to market swings.
Who is it suitable for
This strategy may suit investors who:
- Want to preserve capital with lower levels of risk
- Prefer steady, predictable returns
- Value income alongside stability
- Are investing with a shorter or more cautious time horizon
It can also act as a stabilising element within a broader portfolio.
How it's managed
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.
Downloads
Important Information
Everything you need to understand the strategy in more detail.
Factsheet
2026
Disclaimer
Important information
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.
How to invest
You can invest from £10,000.
If you'd like to understand how this strategy could fit within your wider portfolio, we're always happy to talk.