We rely on broad market indices to gain equity exposure for our Global and Australian strategies and perform no fundamental stock research internally. We then apply our specialist expertise is derivative overlays to reshape the return profile to a specific risk (volatility) target and seek to maximise risk-adjusted returns.
We recognise that risk tolerance is different for every investor, whether they be in retirement or just starting their working life. Our suite of funds target a range of risk objectives and are targeted to suit everyone’s appetite for risk.