Multi-Asset AMC

Multi-Asset AMC – Key features

  • High conviction portfolio encompassing equities, fixed income and alternatives.
  • Building blocks include direct equities in the opportunistic bucket and ETFs in the core and alternatives segments.
  • Asset allocation is dynamic and is proactively managed depending on market cycles.
  • Balanced risk profile allowing for healthy participation in up markets, whilst cushioning against bear markets.
  • Annualised return from similar risk/return portfolio of 7% managed by same portfolio manager with a track record of more than 20 years.
  • Cash is an active asset allocation tool