A diversified portfolio that takes advantage when markets are strong and protects you when it matters.
The portfolio aims to provide investors with a reliable income stream with the potential for moderate capital growth over the medium to long term by exposure to a diversified portfolio of investments, with an increased allocation to defensive assets and a small allocation to growth 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%.