Multi-asset

Once we have identified where we believe opportunities exist, based on our expectations for risk-adjusted returns over the medium to long term, we then select the appropriate assets. We are not confined to just the traditional asset classes or currencies and so will include alternative asset classes, such as property, hedge funds and commodities in £, € or $ denominations. This allows us to invest tactically across the world, increasing diversification, and reducing risk.

Performance

In order to provide a demonstrable record of our investment expertise, we launched a model portfolio on 31st December 2003.

This portfolio acts as a blueprint for all client portfolios and is similar to one that we would construct for a medium risk investor residing in the United Kingdom, with a medium to long-term horizon and a tax neutral status. Please click Model Portfolio for further information.

To preserve our independent status the model portfolio, along with the performance, is separately evaluated by Asset Risk Consultants, a leading independent performance assessment agency, which has awarded it the highest category for risk-adjusted returns.