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.
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 Spectrum Strategic Income Fund is an actively managed credit fund that invests in a range of debt and hybrid securities with the objective of maximising income whilst preserving capital.
The Fund predominantly invests in a diversified portfolio of assets that meet Perpetual’s ESG and values-based criteria. (For Wholesale Investors Only)
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.
This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.
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 is actively managed, investing in income generating strategies across a range of asset classes with the aim of mitigating the effects of inflation over the medium to long term.
AIF aims to deliver above average results but in a very different way to a traditional investment fund. We seek to invest with 20-35 underlying managers across all asset classes, in a way in which we believe balances maximum returns with low volatility.
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’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)
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*.
A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
The Fund is actively managed, investing in income generating strategies across a range of asset classes with the aim of mitigating the effects of inflation over the medium to long term.
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.
Offers investors moderate medium-term growth as well as some income, while managing risk. (For Wholesale Investors Only)
