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.
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.

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.

Strategy highlights

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.

Diversification, active asset allocation and disciplined portfolio construction are important tools in managing downside risk.
Clyde Rossouw, Sumesh Chetty and Duane Cable