A Master Portfolio


The portfolios are fully diversified across all major asset classes and bundled into one single investment solution; they are expertly constructed to include Equity funds, Fixed Income managed accounts and also Alternative direct investments that are audited and verified by KPMG and Deloitte.

α GROWTH
Total Return
3.90%
2019
4.11%
Max Drawdown
-1.60%
Portfolio Type
Defensive
 

Equities

Fixed Income

Alternative
See Description
α VALUE
Total Return
11.51%
2019
4.66%
Max Drawdown
-3.72%
Portfolio Type
Balanced
 

Equities

Fixed Income

Alternative
See Description
α INCOME
Total Return
22.63%
2019
15.30%
Max Drawdown
-8.73%
Portfolio Type
Balanced
 

Equities

Fixed Income

Alternative
See Description
α QUANT
Total Return
126.25%
2019
7.20%
Max Drawdown
-12.20%
Portfolio Type
Balanced
 

Equities

Fixed Income

Alternative
See Description

*Strategy charts and data are taken from September 2019 results and are for illustrative purposes.
*Past performance is not an indication of future performance and should not be the sole factor of consideration when making an investment decision.
*Please note that the selection of each portfolio shall be based on each investor’s attitude towards investing (risk appetite), the wider financial situation (risk tolerance) or the investment needs, which means that some portfolios may not be available for all investors.

Investment Process

The process is rooted in excellence and is the cornerstone of our approach; it is disciplined and client-specific, and it aims to optimise your individual risk vs return by matching your investment profile to closely-aligned investor portfolios.


Client investment
Profiling
Understand each investor’s unique investment horizon, target returns and level of risk tolerance to tailor portfolio
Allocation &
Optimization
Diversify assets among classes, allocate targets, set optimal balance between expected risk & return
Strategic
Implementation
Diversify assets among classes, allocate targets, set optimal balance between expected risk & return
Performance
Appraisal
Evaluate investment in terms of risk vs reward, assess payback period & communicate
Client investment
Profiling
1
Understand each investor’s unique investment horizon, target returns and level of risk tolerance to tailor portfolio
Allocation &
Optimization
2
Diversify assets among classes, allocate targets, set optimal balance between expected risk & return
Strategic
Implementation
3
Diversify assets among classes, allocate targets, set optimal balance between expected risk & return
Performance
Appraisal
4
Evaluate investment in terms of risk vs reward, assess payback period & communicate

Personalised All-in-One
and Best-in-Class Investments

Invest with assurance; Your investment has been created by professionals, specifically & personally for you using the best available financial products and providing all-in-one solutions that are well diversified.

See Description

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