Dynamic Risk Control Downside Mitigation Upside Capture

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A Risk-Controlled Approach


Global Balanced Risk Control (GBaR) is a global, multi-asset approach that seeks to deliver favourable returns with a stable level of risk.


Asset allocations are dynamically managed based on our expectations of future market volatility.


We seek to build risk-controlled portfolios that participate in rising markets and provide a measure of stability in volatile down markets.


Two Funds to Consider

Global Balanced Sustainable Fund

A low carbon tilt to multi-asset investing

  • Invests in global equities, global bonds, impact equities, green bonds and cash
  • Targeted risk range 5-11 %
  • Integration of ESG considerations, including alignment with the 1.5oc global warming target
  • Committed to responsible investing

Global Balanced Income Fund

Going beyond traditional income sources

  • Invests in global equities, global bonds, commodity-linked investments and cash
  • Targeted risk range 5-11 %
  • 4% annual income target
  • Dividend and interest income from equities and bonds is enhanced by the sale of put options

Andrew Harmstone

Head of the Global Balanced Risk Control Team

Meet the Team

Meet the GBaR Team
Led by Andrew Harmstone
The Global Balanced Risk Control team follows a global multi-asset approach, differentiated by dynamic risk control aiming to participate in the upside and mitigate the impact of downside volatility.

Interested in learning more? Please contact us today.

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"ESG" investment: Environmental Social and Governance based investment is an investment approach which takes explicit account of the environmental, social and corporate governance aspects of all proposed investments. The Asset Allocation strategies provide the Investment Adviser with wide discretion to allocate between different asset classes. From time to time, the Asset Allocation may have significant exposure to a single or limited number of fixed income or equity asset classes. Accordingly, the relative relevance of the risks associated with equity securities, Fixed Income Securities and derivatives will fluctuate over time. Investments in derivative instruments carry certain inherent risks such as the risk of counter party default and before investing you should ensure you fully understand these risks. Use of leverage may also magnify losses as well as gains to the extent that leverage is employed. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.


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