Global Strategic Managed Strategy

A global multi-asset strategy that provides investors with a balanced approach to growing capital through time, investing across growth, defensive and uncorrelated assets.

Strategy overview

The Strategy aims to provide long-term income and capital growth through investment in a diversified and actively managed portfolio consisting of any combination of cash instruments, fixed income securities, convertible securities, equity securities, and derivatives on an international basis.
Key Features
  • A highly flexible, total return approach to managing a multi-asset portfolio
  • Aims to deliver a rate of return competitive with equities over a market cycle but with lower risk
  • Active asset allocation and security selection that seeks to enhance returns
  • Significant tracking error to 60/40 portfolio allows high conviction views
  • Managed by team with specialist experience, accountability and long-term tenure
We seek to deliver returns through active security selection and dynamic asset allocation across the global universe of equity, fixed income and currency markets. Our strategy is dynamic and diversified.
Iain Cunningham
Michael Spinks

Investment Approach

01

We seek to exploit a broad and global multi-asset opportunity set, without regional or currency biases.

02

We aim to construct and maintain a structurally diversified portfolio across Growth, Defensive and Uncorrelated exposures.

03

We combine dynamic asset allocation with active security selection to enhance return potential and control risk.

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General risks:

Past performance is not a reliable indicator of future results and performance targets may not be achieved; losses may be made.

Specific Risks:

Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income. Default: There is a risk that the issuers of fixed income investments (e.g. bonds) may not be able to meet interest payments nor repay the money they have borrowed. The worse the credit quality of the issuer, the greater the risk of default and therefore investment loss. Derivatives: The use of derivatives may increase overall risk by magnifying the effect of both gains and losses leading to large changes in value and potentially large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Interest rate: The value of fixed income investments (e.g. bonds) tends to decrease when interest rates rise. Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

Important information

All information is as at 31 July 2021 unless otherwise stated.

Location:International
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