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.
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 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.
Oracle’s Capital Stable Portfolio invests across the Oracle equity and fixed income portfolios to provide stable and defensive income and capital growth.
A fund focused on delivering long term capital growth and increasing wellbeing of Australians by investing in the future healthcare needs of Australians. (For Wholesale Investors only)
To achieve a total return equal to movements in the CPI plus 3% per annum over a rolling 5 to 7-year time frame through exposure to a diversified portfolio of Sharia Compliant investments.
