Cautious Managed Strategy

This strategy is suitable for investors who require a low risk, conservative investment option that still has the potential to beat inflation substantially and take advantage of rising markets.

Duane Cable
Sumesh Chetty

Strategy overview

We have a strong focus on capital preservation and income generation, underpinned by active asset allocation and stock selection. This quality-centric strategy maintains a balance of exposures to capture opportunities and protect against a multitude of risks.

We target absolute returns. Rather than trying to outperform other cautious funds or the market, we aim to achieve inflation-beating returns at the lowest possible risk.

Diversification, active asset allocation and disciplined portfolio construction are important tools in managing downside risk.

Investment approach

01

A core, low-equity multi-asset strategy, with a quality bias.

02

A strong focus on capital preservation and absolute returns.

03

Emphasis on income-generating assets from both traditional fixed income sources and equity markets.

04

Managed by a highly experienced, globally integrated investment team.

Portfolio managers

Duane Cable
Portfolio Manager and Head of SA Quality
Sumesh Chetty
Portfolio Manager

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Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.