Our experience says that an optimum approach to achieving Absolute Return is to have a Real Diversified Portfolio. Real diversification is not only about covering different geographical regions. It is about having access to a wide range of asset classes, investment strategies and investment styles so that depending upon the prevalent market conditions, the most appropriate combination can be adopted for achieving Absolute Return. Through the use of funds we are able to provide you with the same.
Your Absolute Return Portfolio will be a real diversified portfolio that will have access to the following asset classes -
 Fixed Income Instruments/Bonds
Equities
Mutual Funds
Alternative Asset Classes like -
 Commodities
Forex
Bond Arbitrage
Covered Options
Non-market correlated asset classes
An important element of our Absolute Return Strategy is the Alternative Asset Classes. We strongly recommend that as a further diversification from the traditional asset classes of bonds, equities and cash, your Absolute Return Portfolio should also give some weight age to the alternative asset classes. The main benefit of including these investments and other hedge fund strategies is their ability to both enhance returns and reduce risk & volatility through their low, or at times no, correlation with global markets. We consider the inclusion of these assets particularly important during periods of high volatility in global markets.
Your Absolute Return Portfolio will also be diverse in terms of the investment styles & strategies of the different selected Fund Managers. Typically, we select fund managers we believe will offer steady and consistent capital appreciation whilst having little dependence on the direction of underlying equity or bond markets for their returns. However, as a style diversification within the equity part of your portfolio, we also invest in long-short strategies.
As you can see all our efforts are directed towards providing you with a Real Diversified Portfolio in line with our Absolute Return Strategy.
PERSONALIZED PORTFOLIO
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