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: Benchmark +3% (excluding funds)
Benchmark: Client specific
Objective: To outperform peer group by 1-1.5% p.a. over rolling three-year periods
If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.