Global Multi Assets

Global Balanced

Fund Objective

The fund seeks to achieve long-term capital growth through investment in a diversified range of global asset classes. It is designed for investors looking for international exposure with a balanced approach to both growth and income over the long term.

Fund Strategy

This actively managed fund employs a diversified investment strategy, allocating across both local and global asset classes, including equities, bonds (government, corporate, and inflation-linked), property, money market instruments, and listed or unlisted financial instruments. Where appropriate, derivatives such as forward currency and swap transactions may be used for efficient portfolio management. This broad asset allocation enables the fund to capture global growth opportunities while mitigating risk through effective diversification.

Global Equities

Fund Objective

The primary objective of the Global Equity Fund is to deliver long-term capital growth by investing in a diversified portfolio of global equities. It is suited to investors with a high risk tolerance who are seeking substantial long-term returns through exposure to international stock markets.

Fund Strategy

The fund actively invests in a wide range of listed equities across both developed and emerging markets worldwide, focusing on companies with strong growth potential, competitive advantages, and robust fundamentals. The strategy is built on:
Diversification across geographies, sectors, and market capitalisations.
Fundamental analysis to identify high-conviction opportunities.
Tactical adjustments to respond to evolving global macroeconomic conditions.
Currency and risk management to help manage volatility
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