Global Managed VolatilityThis actively managed portfolio of global equity securities is diversified across sectors, industries, currencies and regions. The solution aims to provide investors with a smoother return path than the MSCI World Index, without sacrificing long-term returns. To achieve this, the portfolio managers build well-diversified portfolios containing listed shares, which together display low levels of volatility that simultaneously have a value and momentum bias. Based on historical evidence, these themes are significantly independent and have long track records of outperformance within the market.
The solution aims to provide investors with a valuable source of alternative alpha, along with a low correlation to other equity strategies and a consistently lower volatility than that of the benchmark.
It is suitable for investors seeking global exposure, who have a moderate risk profile in an equity context and a time horizon longer than three years.
Benchmark: MSCI World Index
Objective: The portfolio aims to outperform the benchmark by 2% a year over rolling three-year periods.