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
area of our site. Terms & conditions
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.
Want low equity exposure, low volatility and modest growth
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
Want moderate equity exposure, moderate volatility and moderate growth
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
Want moderate to high equity exposure, with moderate to high volatility and moderate to high growth
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
Want high equity exposure, high volatility and high growth
5 years and more
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
Want long-term investment returns based on an ‘average’ global balanced fund
5 years and more.
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