Background Image

Diversified, Risk Managed Investments

We manage three diversified multi-asset strategies with dynamic asset allocation across equities, fixed income, currencies, commodities and alternative asset classes. The funds aim to deliver risk adjusted real returns with lower volatility than equity markets.

Mobile Background Image

Dual Focus

Our core beliefs relating to multi-asset investing are a dual focus on diversification and risk management - capturing market upside is as important as protecting against significant market corrections.

MULTI-ASSET PORTFOLIOS

DIVERSIFIED CORE ABSOLUTE RETURN:

 

Multi-asset strategy targeting absolute returns of inflation +3-5%. The strategy invests globally across equity, fixed income, currency and commodity markets and in alternative strategies.

DIVERSIFIED ABSOLUTE RETURN:

 

Multi-asset strategy targeting absolute returns of inflation +3-5%. The strategy invests globally across equity, fixed income, currency and commodity markets and in alternative strategies, some of which are managed by external managers.

DIVERSIFIED GROWTH:

 

Multi-asset relative return strategy targeting returns of inflation +4-5% with lower volatility than equity markets, with a 4-6% long term tracking error to a global capital market benchmark. The strategy invests globally across equity, fixed income, currency and commodity markets and in alternative strategies.