A flexible multi-asset allocation fund that employs Contrarius’ valuation-based, contrarian investment philosophy.
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.
An actively managed asset allocation fund that invests in a portfolio of equities, fixed income and commodity-linked investments from Australia and globally. The Fund employs Contrarius’ valuation-based, contrarian investment philosophy.
Underwood Capital Limited (ASX: UWC) is an Australian-listed specialist investment company which concentrates on producing capital growth for shareholders over the medium term from investments in listed and unlisted equities and debt securities.
The Fund aims to generate long-term uncorrelated returns in excess of the RBA Total Return Index after fees. (For Wholesale Investors Only)
Alternative Investment Trust (AIQ or the Trust) is listed on the Australian Stock Exchange (ASX) and has exposure to a portfolio of leading international absolute return funds and selected direct investments in subordinated debt and equity co-investments.
The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.
Excelsior Capital Limited, (‘ASX:ECL’ or ‘Excelsior’) (previously known as CMI Limited), is a Listed Investment Company (LIC) that has been listed on the Australian Stock Exchange since 1993. Its investment strategy is quite dynamic, focusing on a mix of acquisitions, direct investments, and managed investment schemes aimed at achieving high compound returns with capital stability , low volatility at minimal correlation to risk assets such as equities and bonds.
The Global X Bloomberg Commodity Complex ETF (BCOM) invests in a highly liquid, broad-based basket of commodities, including energy, grains, precious metals, industrial metals, softs and livestock.
The Mawson Market Neutral Managed Portfolio aims to out-perform the MSCI AC World Net Index over a 3 year period before fees. (For Wholesale Investors Only)
This is a “done-for-you” solution that provides an actively-managed investment account service to investors wanting capital growth over a minimum time frame of 5 years.
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 portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees.
Invest alongside Market Matters and benefit from our high-performing, active approach.
Our goal is to achieve positive returns over the recommended investment horizon by generating asymmetric profit, regardless of any financial market performance. (For Wholesale Investor Only)
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.
