The Multi-Asset team has designed a strategy that explores different investment styles through a variety of lenses.
The strategy is designed for investors seeking a balanced, diversified solution to investing across multiple asset classes and investment styles.
Responsive & Boutique
The purpose of a multi-asset strategy is to generate risk-adjusted returns through asset allocation, and risk-adjusted return analysis. The strategy is designed to minimise the risk of substantial negative return periods, balancing exposures with underlying correlation and expected returns analysis.
The Portfolio Management team tilts toward different investment styles depending on a range of factors, including their assessment and expectations for risk-adjusted returns of asset classes, valuations, economic and market cycles, and general market sentiment/momentum.