Multi-Asset

1

Holistic asset allocation and risk management
2

Long, established track record
3

Regulation 28 Compliant

Our Approach

Our strategic asset allocation investment horizon is 3 to 5 years, we therefore start with an assessment of the current state of the world, while continuously looking for divergences between asset prices and fundamentals to provide tactical asset allocation opportunities.

A scenario-based view of the future, with probabilities attached to each scenario
We believe in a future that has a set of likely outcomes
We invest for the central scenario and, where appropriate and significant, look to hedge tail risks

ALUWANI GLOBAL BALANCED FUND

Our multi-asset class fund is a fully discretionary portfolio that invests both locally and abroad in major asset classes, and aims to achieve consistent superior performance by delivering real returns over the medium to longer term with a strong emphasis on risk management. The fund is suitable for institutional investors seeking an actively managed balanced portfolio with a moderate risk profile. A broad asset allocation range allows the fund to take advantage of asset classes that exhibit low correlation characteristics, thus ensuring there is adequate diversification to enable consistent long term growth throughout the various market cycles.

ALUWANI Global Balanced Fund : Download Fact Sheet

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ALUWANI DOMESTIC BALANCED FUND

Our Domestic Balanced Fund is a multi-asset class fund that invests in major asset classes, and aims to achieve consistent superior performance by delivering real returns over the medium to longer term with a strong emphasis on risk management. The fund is suitable for institutional investors seeking an actively managed balanced portfolio with a moderate risk profile. A broad asset allocation range allows the fund to take advantage of asset classes that exhibit low correlation characteristics, thus ensuring there is adequate diversification to enable consistent long term growth throughout the various market cycles.

For more information on this product please contact us directly.

ALUWANI Domestic Balanced Fund : Download Fact Sheet

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EQUITIES

We seek to provide sustainable risk adjusted returns over the long term.

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FIXED INCOME

We seek to provide sustainable risk adjusted returns over the long term.

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MULTI-ASSET

We seek to provide sustainable risk adjusted returns over the long term.

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ALTERNATIVES

We seek to provide sustainable risk adjusted returns over the long term.

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MEDICAL FUNDS

We seek to provide sustainable risk adjusted returns over the long term.

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Investment Capabilities

Multi-Asset Strategies

Our Approach

ALUWANI GLOBAL BALANCED FUND

ALUWANI DOMESTIC BALANCED FUND

EQUITIES

FIXED INCOME

ALTERNATIVES

MEDICAL FUNDS