Multi-Asset Growth Portfolio [MAG]

Guided by the same investment principles and research process as our Multi-Asset Conservative and Balanced portfolio’s, the CGWM MAG strategy aims to enhance returns by investing in higher volatility investment vehicles, while improving return consistency and subduing overall portfolio volatility by investing in diversifying strategies with low to negative correlation with equity markets.  

CGWM MAG is suitable for investors looking for a substitute to existing equity investments, with moderate correlation to traditional asset classes, controlled market risk (beta) and low volatility relative to equities.   

Investment Objective: 

Provide absolute returns of 8-10% per annum over a three to five year period. 

Risk Profile:

Investment Style: 

Actively managed, multi-asset, multi-strategy portfolio investing in a diverse set of global markets through the use of in-house portfolios and third party funds.

Strategy Benefits:

  • Equity like returns with reduced volatility and moderate correlation to traditional asset classes 
  • Low downside correlation with traditional equity benchmarks
  • Diversified across asset classes, managers, investment strategies, and regional exposures
  • Weekly liquidity