DIVERSIFIED GROWTH (MULTI-ASSET)

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Delivering equity-like returns with low volatility

Don’t compromise between attractive returns and low volatility. Our multi-asset, diversified growth strategies aim for both. Designed for today’s uncertain environment, they are flexible enough to unearth the best opportunities for growth, yet robust enough to manage the downside. Our aim is to generate returns that are both strong and stable.

FLEXIBLE ENOUGH TO ACCESS THE BEST GROWTH OPPORTUNITIES, ROBUST ENOUGH TO HANDLE THE DOWNSIDE

CUSTOMISED SOLUTIONS

The investment approach offers an alternative to using equities to generate positive growth with considerably less volatility than equity funds. It can be used as the return-seeking component of a broader investment solution.

The managers invest across a wide range of assets and may take this exposure directly, via internal and external pooled funds, or through the use of appropriate derivative instruments.

Asset allocation decisions can be taken efficiently: capturing upside when markets are rising and limiting downside risk when they are falling.

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Why a customised solution?

  • Tailored to your objectives: investors can structure their solution to meet their needs and risk appetite.
  • An outcome-oriented approach: asset classes are valued on a fundamental basis and investments are only held when there is a potential for positive, risk-adjusted returns.
  • Exposure through liquid holdings: we focus on exposure through liquid investments that can easily be traded once their value is realised or asset class preferences change.
  • A one-stop solution: the way we work makes our overall investment strategy more coherent, reducing time and money spent on hiring and monitoring a series of different managers.
  • Active risk management: risk is actively managed with the aim of ensuring the solution participates in a rising market, and limits losses when markets are falling.

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Invests across a broad range of assets including equities, fixed income, real assets, total return funds and strategies, commodities, property, derivatives, cash and currency

Please note the value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.

DYNAMICALLY INVEST ACROSS A WIDE RANGE OF ASSET CLASSES TO ACHIEVE STRONG LONG-TERM RISK-ADJUSTED RETURNS