What are the Global Managed Solutions
The Global Managed Solutions target returns in excess of global cash rates, over clearly defined investment time horizons. The Funds provide a balance between capital preservation and capital growth over the full investment cycle with a reduced level of volatility. The Funds aim to meet their return targets by investing across a broad range of asset classes and currencies in varying proportions over time. These asset classes include international equities, fixed income, commodities, alternative strategies, property, money market instruments and asset allocation portfolios.
Who are the Global Managed Solutions suitable for?
The Global Managed Solutions are ideal for clients who are looking for an investment solution that has a clear outcome and is benchmark agnostic. Who want a steady return from their investments with a defined level of risk and have lifetime goals in the medium to long term. They are designed for clients who have a required outcome and would like exposure to a wide range of assets through one holding.
Choice & diversification
The Global Managed Solutions offer a choice of three Funds to best suit client needs and objectives. The Funds target specific outcomes and are designed to suit different client risk profiles. The Funds are designed as core, risk-rated holdings, that benefit from the skill of the underlying managers. The Funds have a disciplined and repeatable investment process and can be accessed either directly or via platforms.
Global Cautious Fund
The Fund is designed to offer capital preservation with some opportunity for capital appreciation over the medium term through investment in a diversified range of international asset classes and currencies. The Fund is ideally suited to investors with a low risk tolerance with an investment horizon of 3 years or longer. The Fund intends to achieve its investment objective through a diversified global portfolio primarily consisting of investments in participatory interests of portfolios of collective investment schemes or other similar schemes.
Global Managed Fund
The Fund is designed to offer a balance between capital preservation and capital appreciation over the medium to long term through investment in a diversified range of international asset classes and currencies. The Fund is ideally suited to investors with a medium risk tolerance with an investment horizon of 5 years or longer. The Fund intends to achieve its investment objective through a diversified global portfolio primarily consisting of investments in participatory interests of portfolios of collective investment schemes or other similar schemes.
Global Growth Fund
The Fund is designed to offer capital appreciation over the longer term through investment primarily in a basket of international equity markets and currencies. The Fund is ideally suited to investors with a high risk tolerance with an investment horizon of 7 years or longer. The Fund intends to achieve its investment objective through a diversified global portfolio primarily consisting of investments in participatory interests of portfolios of collective investment schemes or other similar schemes.