Diversified Growth

Investment Objective

The Diversified Growth strategy seeks to provide a target return of cash + 4% per annum net of fees over a full economic cycle (typically 5-7 years). This is consistent with longer term return of growth assets such as equities but with lower risk (6-10%).


A globally diversified portfolio, designed to take advantage of different market scenarios. By combining many different asset classes, traditional and alternative, we believe it can effectively reduce risk and achieve a return comparable to that of a global equity portfolio. Portfolios are constructed around the principles of:

  • Investing in a broad mix of growth assets
  • Active, passive and external investing
  • Active management, using dynamic asset allocation

Management Team

Investment Philosophy

Investment Process

Investment Options*