Our range of Investment Strategies is designed to meet the differing needs of our clients. Each Strategy is created from a number of different asset classes, blended together to achieve a certain level of risk and expected return. These are our central positions – the weightings for the different asset classes – which we use as a framework for all our tactical asset allocation decisions. However, when circumstances warrant it, we will make substantial tactical moves away from these central positions, in order to help boost overall returns. 

For each of the different Strategies, we have constructed model portfolios giving precise target weightings for each holding, reflecting our current tactical asset allocation. For clients with segregated portfolios, we manage their investment in line with these models, ensuring consistency of holdings and performance.

Some of our larger clients may prefer to have a number of different portfolios, each with its own particular purpose – such as funding a comfortable retirement or their children’s education – and an appropriate level of risk and potential return to help achieve those aims.