One core allocation across public equities, fixed income and alternatives, rebalanced to pursue long-run growth while actively managing drawdown risk.
Multi-Asset Growth suits investors who want a single, diversified allocation rather than the work of assembling and rebalancing one themselves. It blends public equities, fixed income and alternative assets within a defined risk budget, so exposure to growth — and to drawdown — is always a deliberate decision, not an accident of market movement.
Allocation weights are reviewed on a standing schedule and adjusted as conditions and the risk budget evolve, with every change documented against the terms agreed at the outset.
Weights across equities, fixed income and alternatives shift within pre-agreed ranges as conditions and the risk budget evolve.
A defined drawdown tolerance and target volatility band govern every allocation decision, set out in writing before capital is deployed.
Exposure spans asset classes and geographies so no single market or sector can dominate the portfolio's outcome.
Multi-Asset Growth typically suits investors and institutions in the following positions.
Investors who want a single, professionally managed allocation instead of assembling and monitoring one across multiple managers.
Investors with a multi-year horizon who are comfortable trading some short-term flexibility for a disciplined, risk-budgeted path to growth.
Institutions and qualified investors who need growth exposure but require an explicit, agreed limit on how much drawdown the portfolio can absorb.
A consistent onboarding path for every investor entering Multi-Asset Growth.
We review your objectives, time horizon and existing exposures to confirm this is the right fit before anything is committed.
Your drawdown tolerance and target volatility band are set out in writing, forming the boundaries the service operates within.
An initial allocation across equities, fixed income and alternatives is built to match the agreed risk budget and objectives.
Capital is deployed, a reporting schedule is confirmed, and the portfolio enters its standing rebalancing cycle.
Talk to our team about fit, eligibility and reporting before committing any capital.