Multi-Asset Portfolios represent a strategic investment approach that combines various asset classes—such as equities, fixed income, commodities, and real estate—within a single portfolio.
This diversified strategy aims to enhance returns while mitigating against investment risks by offsetting the volatility of different asset classes.
Multi-Asset Portfolios are investment vehicles designed to hold multiple asset classes in a single cohesive strategy.
They are structured to leverage the merits of different financial instruments, enabling investors to achieve broader market exposure and potentially enhanced risk-adjusted returns.
This approach caters to dynamic market conditions and individual investment goals.
There are several types of Multi-Asset Portfolios, including:
There are three main features of Multi-Asset Portfolios:
There are three main risks of investing in Multi-Asset Portfolios:
When comparing Multi-Asset Portfolios, investors should consider:
Investors can access Multi-Asset Portfolios through:
Investing in Multi-Asset Portfolios FAQs
Diversification spreads investments across various assets to minimize the impact of poor performance in any single investment or asset class.
Common assets include stocks, bonds, real estate, commodities, and alternative investments.
It’s generally suitable for a wide range of investors as it can be tailored to individual risk profiles and investment objectives.
Returns depend on market conditions and the specific asset allocation strategy employed.
Regularly, depending on market volatility, and at least annually, to maintain investors’ desired asset allocation.
Yes, if you have the knowledge and experience, but it may be more effective to invest with a professional manager.
Typically, there are management fees, fund expenses, and trading costs depending on the vehicle used.
Through managed funds, ETFs, robo-advisors, or financial advisors.
Multi-Asset Portfolios offer a strategic method for diversifying investments to potentially enhance returns while managing the risks associated with market volatility.
By understanding the types and features of Multi-Asset Portfolios, alongside the associated risks and investment options, investors can make informed decisions which align with their investment goals.
Thoroughly assessing and comparing different Multi-Asset Portfolios is crucial to finding the best fit for an individual’s investment strategy.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
The Fund is a diversified, style unaware portfolio invested in a mix of asset classes mainly via managed funds, including other Equity Trustee funds.
The Fund invests across a range of strategies, regions and sectors and targets a pre-tax return of 5% per annum above inflation, before fees and taxes, over rolling five-year periods, while minimising downside risk. (For Wholesale Investors Only)
A Fund that provides individuals with the opportunity to invest in long-term themes and strategies with the Victor Smorgon Group (For Wholesale Investors Only)
The DDH Conservative Growth Fund invests in predominantly defensive assets across Australian & international markets, giving investors access to wholesale portfolios managed by QIC.
The Fund serves as an alternative asset in strategic allocation or standalone investment. Featuring gold bullion (physical) at Perth mint it adopts a systematic rules-based approach with ASX100 equities & fixed income for asymmetric non-correlated returns
The DDH Balanced Growth Fund is a dynamic asset allocation portfolio which investing in underlying investment funds which invests in a range of listed and unlisted securities across various sectors.
The Fund predominantly invests in a diversified portfolio of assets that meet Perpetual’s ESG and values-based criteria. (For Wholesale Investors Only)
The fund’s strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the ASX. (For Wholesale Investors Only)
The Fund seeks to provide investors with long-term capital growth via an emphasis on local and global share investing. (For Wholesale Investors Only)
Offers investors moderate medium-term growth as well as some income, while managing risk. (For Wholesale Investors Only)
The Fund aims to deliver a minimum net 10% p.a. absolute return over a rolling 2-year period, at lower risk than other comparable equity funds (Available for Wholesale Investors Only)
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk. (For Wholesale Investors Only)
The Fund aims to provide regular income with medium risk exposure and targets a return of the RBA Cash Rate plus a margin of 4.0% p.a.
For those wishing to balance risk whilst seeking capital growth from a diversified portfolio of shares, fixed income, cash and commodity investments from Australia & overseas. The Fund seeks to earn long term returns, higher than the custom benchmark*.
