Trust objectives: realistic or not?
ANALYSIS: What strategy will preserve the real value of investors’ savings for their children and grandchildren, charities, etc?
Managers of family/charitable trusts often have dual objectives: producing income, maintaining value of the assets.
Back in November 2023 we looked at the Mulligan case – ‘Trustee lessons from the Mulligan case ’. That story highlighted the fact that, in the period 1965 to 1990, for a fixed-interest portfolio, where all the income was spent, the capital value dramatically underperformed inflation.
This was a
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