Investors require solutions that address their need for capital appreciation, income, diversification and lower-risk outcomes. We take these requirements as our start point, and use the breadth of experience and market insight available to us across the business in order to deliver solutions that address these needs.
Connected thinking
We draw on the insight of experienced investment professionals across geographies and asset classes to develop the best strategies for our capabilities.
Targeted outcomes with managed volatility
We draw on our long-standing experience across long-only and absolute-return capabilities that seek to deliver strong risk-adjusted outcomes.
Robust portfolio construction
Construction is as important as idea generation in delivering robust outcomes for clients. We therefore seek to insulate investors from the worst excesses of equity market volatility by assessing risk from multiple perspectives.
Investment Risk
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
Derivatives risk
The fund uses derivatives; these can be complex and highly volatile. Derivatives may not perform as expected, which means the fund may suffer significant losses