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Diversified, Risk Managed Investments

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

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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.

STRATEGIES

DIVERSIFIED CORE ABSOLUTE RETURN

Multi-asset strategy targeting absolute returns of inflation  plus 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  plus 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.

INCOME

Aims to generate an annual income of 4.5% above the Bank of England Base Rate regardless of market conditions. In addition, the Fund aims to preserve capital through aiming to control volatility to be less than half the volatility of the equity markets over rolling three year periods.