Defensive long term total return portfolios. Based on a systematic investment process we manage draw downs and secure participation in equity bull markets.
It is a multiasset class strategy focused on providing an attractive return on invested capital. The strategy participates in upwards trending equity markets, while limiting risks by holding a maximum of 50% in equities. Additionally, the strategy seeks to improve returns by always holding a portfolio, which is appropriate for the financial outlook, even if this entails having a zero allocation to equities.
This strategy is managed by shifting between four levels of equity allocations depending on the market outlook. The strategy holds only Investment Grade and High Grade bonds when the outlook is most negative, the “Balanced” allocation contains 30% in equities, while the “Positive” and “*Positive” allocations contain 40% and 50% in equities respectively.
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