Wealth Management

We will be dynamically adjusting the allocation to equities and fixed income with a view of maximising absolute return

Investment Objective
A hybrid fund that seeks to maximise long-term capital returns by allocating investments dynamically across equity and fixed income investments based on expected future returns for each asset class.
Risk
A higher risk option for long-term capital growth.
Who is it for
Core portfolio holding for those looking to maximise long-term capital appreciation.

Performance History

Asset Allocation

Sector Allocation (Within Equity)