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The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions.

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Multi-Asset

Combine asset classes and managers to reduce risk and improve your return.

It requires specialist investment expertise and experience to know how and where to invest and to choose the best managers to manage the different portions of a diversified portfolio. We have the specialist strategies and multi management capabilities to make these decisions to improve your returns through optimal diversification.

Why Our Absolute Return Offering?

  • We use our proven strategic, tactical asset allocation and instrument selection capabilities to generate consistent performance over a horizon of at least three to five years.
  • Our experienced macro-economic teams analyse global economic and macro-economic variables and evaluate market and geo-political risks.
  • We evaluate the risk-return payoff of every investment decision. We know this is dynamic, so we monitor risk within and across asset classes closely.
  • With more than 50 investment professionals, we have one of the largest and most diverse and experienced investment teams.
  • We invested heavily in technology. We believe we have the best proprietary decision support systems and databases in the industry.

Multi-Manager Multi-Asset Funds: SMMI Relative Range

Suitable for investors who

Want low equity exposure, low volatility and modest growth

Investment horizon

3 years

What the fund aims to achieve and how

Provide investment returns in line with the Fund’s risk profile; the low equity allocation should result in low volatility and a modest rate of growth

Minimum Disclosure Document
Suitable for investors who

Want moderate equity exposure, moderate volatility and moderate growth

Investment horizon

3-5 years

What the fund aims to achieve and how

Provide investment returns in line with the Fund’s risk profile; the moderate equity allocation should result in moderate volatility and a moderate rate of growth

Minimum Disclosure Document
Suitable for investors who

Want moderate to high equity exposure, with moderate to high volatility and moderate to high growth

Investment horizon

3-5 years

What the fund aims to achieve and how

The moderate to high equity allocation of the Fund should result in moderate, but at times high, volatility and a moderate to high rate of growth

Minimum Disclosure Document
Suitable for investors who

Want high equity exposure, high volatility and high growth

Investment horizon

5 years and more

What the fund aims to achieve and how

The relatively high equity allocation of the Fund should occasionally result in high volatility but also a high rate of growth compared to funds with a moderate risk profile

Minimum Disclosure Document

Multi-Manager Multi-Asset Funds: SMMI Specialist Fund

SMM Balanced Portfolio

Suitable for investors who

Want long-term investment returns based on an ‘average’ global balanced fund

Investment horizon

5 years and more.

What the fund aims to achieve and how

Provide long-term investment returns at a risk and volatility level similar to that of the ‘average’ global balanced fund; the Fund competes with the single manager offerings featured in the Alexander Forbes Large Manager Watch

Do you want to diversify your clients' money across fund managers?

Contact us and we will assist you.

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