The Broad Opportunities Fund is a diversified growth vehicle which seeks to deliver returns of  3% over cash (net of fees and expenses) over an investment cycle, whilst also targeting a significantly reduced level of volatility.

The Fund utilises a dynamic asset allocation strategy across a diverse range of asset classes.

The Fund looks at a wide range of asset classes, geographically and by sector, to access sources of alpha and beta. We use average asset class weightings as a guide: a lower bound of zero percent weighting reflects our belief that we should not hold any asset where the risk-adjusted return is unattractive, whilst maximum holdings are kept in line with acceptable risk parameters given our return objectives. Assets are accessed via a combination of what we believe to be best of breed funds sourced both internally and externally.