Potential benefits

Multi-strategy investing that harnesses economic analysis, investment insight and robust portfolio construction.

Targeted outcome

Investments selected with an emphasis on absolute risk-adjusted returns as opposed to benchmark-relative returns.

Low volatility

Aims for volatility that is less than half that of global equities over any three-year period.


Offers a source of diversified returns in a balanced portfolio.

Key risks

Investment risk

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

Derivatives risk

The strategy uses derivatives; these can be complex and highly volatile. Derivatives may not perform as expected, which means the strategy may suffer significant losses.

Illiquid securities risk

Certain assets held in the strategy could, by nature, be hard to value or to sell at a desired time or at a price considered to be fair (especially in large quantities), and as a result their prices could be very volatile.

Need more information?

For further information, please contact our investment sales team.

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