Capital at risk
Balanced and multi-asset
Investing across a range of asset classes. Whether we focus on growth or income, we seek to add value with long-term, active management.
Why invest in balanced or multi-asset?
Our balanced portfolios invest in equities, bonds and cash, aiming to achieve long-term capital growth on your behalf. While bonds and cash can help dampen large share price moves, our balanced portfolios do not have volatility targets.
Our multi-asset portfolios aim to give you attractive long-term returns but at a lower risk than solely investing in shares. They are diversified, including equities, fixed income and real assets with physical worth, such as real estate and infrastructure.
How do we invest across asset classes?
Our balanced portfolios provide you access to our best regional equity and bond investment ideas, balanced by an allocation to cash. The approach is bottom-up, growth-oriented and long-term.
Our multi-asset growth portfolios reflect our views on the long-term return and risk characteristics of the different asset classes. The approach is top-down, macroeconomic and research-led.
Our multi-asset income portfolio combines asset-allocation experience and investment-selection skill to build a diversified global portfolio of our best income-generating ideas across eight asset classes.
Related investment capabilities
Diversified GrowthInvestment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.
Diversified ReturnWe look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
ManagedWe have 30+ years of experience in uniting exceptional global equity and bond opportunities, balanced with cash for a top-tier idea portfolio.
Multi Asset GrowthWe look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
Sustainable IncomeWe prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.
Sustainable Multi AssetActively-managed exposure to different asset classes, seeking to deliver a good level of return over the long-term within clear risk and carbon limits.
All our investment capabilities
Core growthLarge, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset incomeSeeking both dependable income and long-term capital growth.
Fixed incomeTargeting company and government bonds with a focus on long-term outcomes.
Flexible growthPortfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growthConcentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
Key articles, videos and podcasts relating to our multi-asset investment capabilities: