1. Listed equities, property, high yield credit, commodities, emerging market government bonds and insurance linked securities – these are just some of the asset classes we invest in. 

    All investment strategies have the potential for profit and loss and strategy performance targets are not guaranteed.
  2. MULTI ASSET


    Balanced

    A traditional approach that invests in equities, bonds, and cash

    The decision to take a holding is based on a company’s ability to grow its earnings and cash flow over the long term, and how much of the potential future success is recognised by the market. Holdings in bonds and cash may rise or fall in order to add value and to offset the volatility of the equity exposure.

    Typical Number of Holdings: Client specific
    Maximum Stock Position: Representative indices +3%
    Benchmark: Client specific
    Objective: To outperform peer group by 1-1.5% p.a. over rolling three-year periods

    FURTHER INFORMATION

    > Philosophy and Process

     

    HOW TO INVEST

    More information on our funds can be found on our Funds and Prices page

    If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.

    Diversified Growth

    Reflecting evolving views on asset classes which aim to enhance long-term returns and manage volatility

    This strategy aims to deliver an attractive level of return above cash, with lower volatility than equity markets. It invests in a range of traditional and alternative asset classes including equities, infrastructure, commodities and currencies. The strategy is hedged to sterling.

    Benchmark: UK Base Rate
    Objective: To outperform the UK Base Rate by at least 3.5% per annum (net of fees) over rolling five-year periods with an annualised volatility of less than 10%

    HOW TO INVEST

    More information on our funds can be found on our Funds and Prices page

    If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.

    Diversified Return

    Reflecting views on the return and risk characteristics of different asset classes

    The objective of the strategy is to deliver an attractive level of return above cash, with lower volatility than equity markets. The portfolio reflects views on the long-term return and risk characteristics of different asset classes and incorporates an assessment of shorter-term prospects. Financial derivative instruments can be used to protect or enhance the returns. This strategy is available benchmarked against cash in £, €, US$ and Yen. 

    US Dollar
    Benchmark: Federal Funds Rate
    Objective: To outperform the Federal Funds Rate by 3.5% per annum (net of fees) over rolling five-year periods with an annualised volatility of less than 10% over rolling five-year periods

    Yen
    Benchmark: Mutan Rate
    Objective: To outperform the Mutan Rate by 3.5% per annum (net of fees) over rolling five-year periods with an annualised volatility of less than 10% over rolling five-year periods

    Euro
    Benchmark: ECB Deposit Facility Rate
    Objective: To outperform the ECB Deposit Facility Rate by 3.5% per annum (net of fees) over rolling five-year periods with an annualised volatility of less than 10% over rolling five-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Microsite

     

    HOW TO INVEST

    More information on our funds can be found on our Funds and Prices page

    If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.

    Multi Asset Growth

    Aiming for attractive long-term returns at lower risk than equity markets

    This strategy invests in a range of traditional and alternative asset classes such as equities, bonds, property, infrastructure, commodities and currencies. The different asset classes are included in the portfolio to enhance returns or reduce volatility. There is no allocation benchmark but there are limits on exposure to individual asset classes.

    Benchmark: UK Base Rate
    Objective: To outperform the UK Base Rate by 3.5% per annum (net of fees) over rolling five-year periods with an annualised volatility of less than 10% over rolling five-year periods

    HOW TO INVEST

    More information on our funds can be found on our Funds and Prices page

    If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.

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