A diversified portfolio that takes advantage when markets are strong and protects you when it matters.
The portfolio aims to provide investors with a combination of capital growth and income over the medium to long term from investment within a diversified portfolio balanced among growth and defensive assets. The portfolio is actively managed through bottom up stock picking and our Strategic & Tactical Asset Allocation process.
Tactical Asset Allocation is a process where the manager considers if specific asset classes within the portfolio are providing sufficient reward for the risk inherent in the investment based on various factors ranging from those specific to the asset class to overarching macroeconomic themes. If these factors and themes present an unfavourable environment for the asset class we will hold an underweight position ranging all the way to 0%.