Diversified Growth

Investment Objective

The Diversified Growth strategy seeks to provide a target return of cash + 5% p.a. over a full economic cycle (typically 5-7 years) with a volatility range of 6-10% p.a.

Description 

The global portfolio is diversified across classes and is designed to take advantage of different market environments. We believe by combining asset classes, traditional and alternative, we can effectively reduce risk and achieve an attractive return.

Potential benefits for clients include:

  • Stable returns in a range of market conditions
  • Emphasis on downside risk management to protect capital
  • High level of transparency and liquidity
  • Efficiently invests in a broad mix of traditional and non-traditional assets
  • All delivered at an attractive fee

 

Management Team

Investment Philosophy

Investment Process

Investment Options*