Our Multi-Asset Fund range, consists of four risk-managed multi-asset funds. The range is available to clients with as little as $10,000 to invest.
| Defensive Income Fund | |
|---|---|
| Objective: | To generate income over the long term through exposure to a defensive mix of assets. |
| How? | It primarily invests in collective investment schemes with substantial exposure to fixed income and other defensive assets, as well as exposure to UK and international equities. |
| Risk level: | Low |
| Cautious Growth Fund | |
|---|---|
| Objective: | To provide income and capital growth over the long term through exposure to a conservative mix of asset classes. |
| How? | It primarily invests in collective investment schemes with UK and international equity and fixed income exposure. |
| Risk level: | Low/medium |
| Balanced Fund | |
|---|---|
| Objective: | To provide income and capital growth over the long term through a diverse range of asset classes. |
| How? | It primarily invests in collective investment schemes with significant UK and international equity exposure, as well as fixed income and alternatives. |
| Risk level: | Medium |
| Strategic Growth Fund | |
|---|---|
| Objective: | To generate capital growth over the long term, largely through investment in global equity markets. |
| How? | It primarily invests in collective investment schemes with significant exposure to UK and international equities, as well as holding some exposure to fixed income and defensive assets, such as preference shares and convertible bonds. |
| Risk level: | Medium / High |
This website is designed for professional intermediaries who have experience in matters relating to investments.
Investing carries risk
Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax-efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.