Global Asset Management
Model portfolios through regulated AIF funds
- Model portfolios are accessible through segregated compartments of the CySEC authorized umbrella scheme.
- Funds addressed to all investors – Professional, Well Informed and Retail Investors.
Model portfolios - Simple complex investing
Model portfolios are comprehensive, ready-to-implement investment solutions that can deliver:
Cost efficient access to investment expertise
Asset allocation, fund selection and ongoing monitoring of the investment universe and economic changes by a leading provider accessed at a cost-efficient manner
Diversification
Investments across asset classes, including a mix of traditional stocks and bonds with asset classes including emerging markets and real estate
Flexibility
Ability to choose from a broad range of transparent risk/return profiles and implementation options
Automatic rebalancing
Assets grow at different rates, which means your asset allocation may no longer reflect your attitude to risk over time. Once you have a multi-asset fund with us, our experts proactively keep the fund on track by buying and selling assets to maintain appropriate levels of risk
Constant monitoring
Our experts watch the market for new opportunities. All you need to do is keep an eye on performance and, every now and then, make sure the fund’s risk level is still right for you
Active management, dynamic allocation
- Strategic asset allocation focuses on long-term asset class mix expected risk return profiles.
- Changes in asset and security create mismatches and fundamental imbalances.
- We actively adjust allocation in a dynamic manner to deliver additional returns and abate portfolio risks by seeking to capitalize on the best opportunities available in global markets
