Why investment in the SICAV Multi-Asset Strategic Growth Portfolio
- Risk and reward – we judge ourselves on volatility as well as returns, to provide a smoother journey to your financial goals
- Longevity – Our management team has years together with years to come, giving you stability and experience you can trust
- Globally diversified – our managers have a wider toolset to help them meet risk and return objectives
- Truly active management – in today’s volatile markets, managing portfolios requires a hands-on approach, not just monthly rebalancing
On 14 December 2021, our return benchmark changed from between CPI +3% and CPI +5% to just CPI +3%. Our volatility benchmark changed from volatility as a percentage of the volatility of the MSCI World Index to volatility as a percentage of the volatility of the FTSE Developed Index. Our reporting material on this site will be updated as the next regular monthly, quarterly or bi-annual update is made.
Ratings and awards

Literature Library
SICAV 2018 UK Reporting Fund Status
SICAV Investment commentary, Enhanced Growth
SICAV Investment commentary, Enhanced Growth
SICAV Investment commentary, Enhanced Growth
SICAV Distribution Technology, Multi-Asset, report summary
SICAV Investment commentary, Enhanced Growth
SICAV Investment commentary, Enhanced Growth
SICAV Investment commentary, Enhanced Growth
Meet the fund managers

David Coombs
Head of multi-asset investments

Will McIntosh-Whyte
Fund manager