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.
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 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.
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.
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.
For materials in relation to AIFs: This material is being issued in the United Kingdom by the AIFM and/or is directed only at persons who are professional investors for the purposes of the Alternative Investment Fund Managers Regulations 2013 and is accordingly exempt from the financial promotion restriction in Section 21 of the Financial Services and Markets Act 2000 (“FSMA”) in accordance with regulation 29(3) of the FSMA (Financial Promotions) Order 2005. The opportunity to invest in the Fund is only available to such persons in the United Kingdom and this material must not be relied or acted upon by any other persons in the United Kingdom. For materials in relation to UCITS: This material is being issued in the United Kingdom by EEA UCITS Investment Manager, and/or is directed at, persons to or at whom it may lawfully be issued or directed under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 including persons who are authorised under FSMA (“authorised persons”), certain persons having professional experience in matters relating to investments, high net worth companies, high net worth unincorporated associations or partnerships, trustees of high value trusts and persons who qualify as certified sophisticated investors. The interests are only available to such persons in the United Kingdom and this material must not be relied or acted upon by any other persons in the United Kingdom.