EN Korea (한국) Institutional

Balanced

  • AUM $0.8 billion
    (31 December 2018)
  • Inception Date 1996
  • Vehicles Available
    • Non-UCITS
    • Segregated mandate
 

Investment Philosophy

We believe that Balanced portfolios can deliver a long-term annualised return in excess of cash/inflation, 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

Dynamic positioning for reduced volatility

  • We know that long-term returns are delivered unevenly and so incorporate dynamic tactical positioning to capture returns when available
  • We are not obliged to invest in any one asset class; we will only invest in assets that we believe will deliver returns or reduce risk
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