To achieve the investment objective noted above, the Fund invests in a well-diversified portfolio consisting of listed equities, bonds, property equity, cash and listed derivative instruments across geographical regions. The cross correlation between asset classes is considered to decrease portfolio risk. Positions sizing is determined by way of probability adjusted return expectations to limit instrument specific risks and improve diversification. The Fund has a capital growth focus, with a flexible asset allocation strategy that seeks to limit the risk of drawdown whilst protecting the portfolio against long term inflation.
|