Whether you're looking to grow income or preserve capital, our multi-asset strategies can help you achieve your investment goals.
A judgment-based approach
Our fund managers combine their judgement-based convictions with in-depth quantitative analysis and a multi-tiered approach to risk to help investors reach their goals.
Experts across asset classes
Our team's expertise spans the whole asset class spectrum and they have the freedom to adjust to financial markets as they evolve.
We've developed a proprietary framework that combines quantitative information on macroeconomic, valuation, sentiment, and technical factors.
Multi-tiered risk approach
We look at multiple factors like everyday business practices (structural), changes in business conditions (tactical), and wider economic, political, and geographic events or trends (opportunistic).
Why capital growth?
Capital growth strategies aim to boost the overall value of investment portfolios over time. This can appeal to people looking to grow their money to help prepare for big life events, like buying a house. Portfolios are usually structured around allocating a greater portion to riskier assets. To help generate long-term growth, managers invest across asset classes but may allocate a sizable portion to equities in growth sectors, like technology and healthcare. The remainder may be invested in other assets to provide diversity and help mitigate market volatility.
We apply three types of risk filters to identify potential investment opportunities: world, conviction, and multi-tiered.
- We use a wide range of financial data to generate approximately 150 investment signals that indicate the primary influences at play across global markets.
- We identify the broadest and potentially most effective set of investments across asset classes.
- We apply a multi-tiered risk filter: diversified and flexible allocation, ESG criteria, and market exposure checks.
Why capital preservation?
This strategy’s primary aim is to prevent losses, maintain capital, and keep pace with the rate of inflation. It aims to do this by adopting a conservative investment approach. As a result, potential returns are likely to be lower than a strategy which invests in more risky assets. This can appeal to investors who want to preserve their existing capital to handle everyday expenses, such as childcare.
Our wide range of asset classes, from equities to alternatives, enables us to tailor solutions to help investors whose primary focus is capital preservation. By incorporating risk mitigation into our portfolio creation, we can also help multi-asset investors who seek to offset market volatility and unexpected events.
Why income generation?
The goal of a multi-asset income strategy is to provide investors with a steady – and potentially rising – flow of income by investing across yield-generating assets such as bonds, dividend stocks, and real estate. This strategy may suit people who already have a healthy level of savings, which they don't need to use in the short or medium term. Income generation can convert these savings into regular income.
We search for assets that provide regular and attractive levels of yields, wherever they arise, with a focus on underlying quality. We combine these quality yield opportunities with assets that exhibit longer-term growth potential.
Why inflation protection?
Even in periods of subdued inflation, savers and investors looking to grow their money for the future should consider the potential impact of inflation. In environments where interest rates and yields are low, even a low level of inflation can result in returns failing to keep pace with rising prices, meaning savings and investments may lose value in terms of purchasing power over the long-term.
Our multi-asset inflation protection strategy seeks to deliver returns in excess of inflation, by exposing clients to assets that should benefit from inflation and keep pace with it.
Why impact investing?
Our impact investing approach aims to create positive, financial returns while delivering on the United Nations’ Sustainable Development Goals (SDGs). It's a way to measure investments against the prosperity they create for both people and our planet, while incentivising companies to act in the best interests of both.
We aim to support the Sustainable Development Goals (SDGs) established by the United Nations – the 17 targets agreed by all countries as a blueprint for future world development.
Investment in Multi-assets involves risks including the loss of capital and some specific risks such as credit risk, counterparty risk, derivatives risks linked to method and model, stock lending, interest rate risk, liquidity risk, geopolitical risk and volatility risk.