We have a ‘top-down’ approach and believe that sector allocation will provide the majority of the performance with the underlying investment choice providing the critical alpha (outperformance) over our peers.

We utilise Collective Investment Schemes (CIS) for the majority of our asset allocation. One of our core strategies is to take long term ‘buy and hold’ position rather than trading to try and ‘beat the market’. We have an allocation model which dictates that for any set market environment, we have a target allocation to each macro sector, this then breaks down to sub sectors, and finally to preferred investments.

However we constantly assess our chosen investments and are always looking for any deviation in performance or alternative superior offering.