Multi-Asset Strategies

We offer a suite of multi-asset strategies that harness both strategic and tactical asset allocation to drive investment returns.

We actively manage our multi asset funds by determining both the long-term strategic asset allocation of our portfolios, and shorter-term tactical allocation adjustments, based on mispricing opportunities in the market.

We firmly believe that active tactical asset allocation can add significant value to investors’ portfolios, and we invest significant time and effort in this capability, which we also offer as a standalone capability.

Our portfolios are actively managed by a highly experienced multi-asset investment team and are grouped into two investment categories: balanced and real return.

For more information, download our multi-asset capability brochures:

Local multi asset | Global multi asset

Our balanced funds’ objective is to deliver long-term growth to investors accumulating retirement savings. These mandates are compliant with Regulation 28 of the Pension Funds Act.

We manage both domestic balanced and balanced (including offshore) mandates. For large clients, we can manage balanced funds according to bespoke client-specific benchmarks.

The primary objective of our real return multi-asset mandates is to outperform a specific inflation benchmark over a rolling three-year period. We manage mandates with objectives ranging from CPI+3% to CPI+6%.

Our multi-asset offerings draw on the experience and skill set of our entire investment team, where each asset class is managed by a dedicated CIO and team.

Our Asset Allocation Committee, which is made up of a small number of senior portfolio managers from across different asset class teams, is responsible for deciding the level of exposure to domestic asset classes and the overall offshore allocation in collaboration with our global colleagues.