Our flagship strategy aims to deliver cash plus 4% pa over the medium term with a distinct focus on managing downside risk.
Our approach offers investors the simplicity of a single strategy, incorporating asset allocation and diversification for a best practice solution for your growth assets.
There is no guarantee that the strategy’s aim will be achieved and capital is at risk.
How the strategy is run
Allocating to both traditional assets and alternatives allows the multi-asset team to access a wide range of return drivers. This gives two benefits:
- By reducing the reliance on a small number of asset classes it gives us greater opportunity to deliver consistent returns through time.
- As assets are lowly correlated the volatility of portfolio returns is also reduced. This means that our investors can have greater peace of mind.