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Responsible Income Strategy

Responsible Income Strategy

The Responsible Income Strategy aims to provide stable returns, whilst minimising the risk of capital loss.

Investment risk is controlled through diversification, coupled with an ongoing review of the portfolio's sensitivity to global equities. This is a diversified, global multi-asset strategy invested in bonds, equities, alternatives, currencies and cash.

The portfolio is suitable for investors:

  • seeking to invest for 3 years or more
  • looking for a low to moderate risk
  • wishing to diversify away from cash, with allocation across sectors and styles

Documents

Responsible Income Strategy Factsheets

Key Contacts

Gary Hill
Gary Hill
Investment Director

Key Contacts

Anlie Dalvit
Anlie Dalvit
Business Development Manager