The fund follows a macro strategy where the portfolio will be positioned depending on the Multi Asset Team view of the overall economic and political backdrop as well as valuations of the different asset classes. By being flexible in their allocations across all asset classes and regions, the fund aims to achieve a positive total return in all market conditions over a rolling three year period. Risk management is a key part of the investment process to decrease the risk of potential loss.
The strategy launched in 2006, and as such has a substantial and proven long term track record. The resources available to the fund are vast, with over 40 portfolio managers and analysts within the Multi-Asset Investment team. The individual and team roles are well defined across three distinct areas: global strategy and idea generation, risk and structuring, and portfolio management and implementation.