Fixed Income
Broad diversification in cash, investment grade credit, high yield, emerging and specialist markets across multiple currencies.
New Capital is part of EFG Asset Management. For more information visit: www.efg.com
Multi-asset
The strategy
The strategy offers investors the advantages of a widely diversified multi-asset portfolio. The manager will invest in a mix of equities, bonds, real estate, commodities and hedge funds, and seeks to perform well, irrespective of economic and market cycles.
It targets a return of at least 5% above that available from cash over the investment cycle and incorporates the best ideas from across EFGAM’s various global research teams.
Furthermore, central to our philosophy and inherent DNA is that Dynamic asset allocation is the key driver of returns. EFGAM’s asset allocation strategy seeks to encourage a long-term perspective yet allows for nimble movement between asset classes when necessary. Evidence shows that diversification and dynamic asset allocation across asset classes significantly reduces volatility and risk, while only marginaly impacting overall expected returns. So, diversification has the potential to offer superior risk adjusted returns.
Strategy facts
| Strategic Portfolio |
|---|
|
A well-diversified, multi-asset strategy that aims to achieve long term capital appreciation |
|
Benchmark: USD Libor 1-mo Const Mat +5% and reference benchmark |
|
Inception: December 2014 |