EN United Kingdom
  • AUM $678.6 million
    (31 March 2020)
  • Inception Date 1992
  • Vehicles Available
    • AIF

Investment Philosophy

We believe that Multi Asset Targeted Return portfolios can deliver a targeted return over cash or inflation, equivalent to long-term equity returns, with considerably less risk than equity. The key is good strategic and dynamic asset allocation. We believe that this is an effective way for investors to achieve real growth in their assets with reduced volatility.

Our Value Add

Tried and Tested over Multiple Market Conditions

  • Our robust and repeatable multi asset investment process can deliver equity-like returns with lower than equity volatility
  • Our approach aims to deliver portfolios that capture upside in rising markets and offer downside protection in falling markets

Rigorous Research

  • Our investment strategy is underpinned by a detailed 10-year forecast that examines underlying macroeconomic trends
  • We quantify market trends and drivers with current market valuations to assess how asset classes are likely to perform

Client-Focused Solutions

  • While we follow the same proven investment process across our Multi Asset Targeted Return strategy, individual portfolios are designed with our clients’ needs in mind
  • The Targeted Return strategy provides a tailored investment solution specifically for charity investors and is designed to combine capital preservation, long-term capital growth and a steady level of income

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