Assets like government bonds that can be sold easily and carry low credit risk, but may be sensitive to changes in interest rates and currencies.
Why invest in our multi-asset funds?
- A complete range — the breadth of our range offers consistent solutions for virtually all investors in the UK or overseas
- 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
Our multi-asset funds are designed to be complete portfolios for investors across most time horizons and degrees of risk tolerance. We target specific returns above either inflation or the Bank of England’s benchmark interest rate over three to five years. We do this because it aligns with the real goals of most clients. We aim to do this while controlling volatility relative to global stock markets.
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Our range of multi-asset funds
Enhanced Growth Portfolio
Dynamic Growth Portfolio
Strategic Growth Portfolio
Strategic Income Portfolio
Defensive Growth Portfolio
Total Return Portfolio
Our LED framework
We take a different approach to building portfolios. Unlike many other fund managers, we don’t diversify our portfolios in terms of whether they are stocks, property, government or corporate bonds, or by where investments are listed. Instead, we categorise our holdings according to our LED framework:
Liquidity
Equity-type risk
Stocks and all assets that tend to rise and fall with stock markets during times of stress, this includes much of the corporate bond market.
Diversifiers
Assets that behave differently to stock markets during stressed periods.
We do this because we believe it’s the best way to ensure portfolio diversification works when you need it most – during a stock market slump. By holding progressively more Equity-type risk depending on each fund’s risk tolerance, our portfolios can offer greater returns, albeit along with greater risk, or volatility.
Meet the multi-asset team
