Multi-asset class strategies
Our multi-asset class strategies can include allocations across
all the major markets and asset classes. We believe it is vitally
important to retain the flexibility to position the overall
portfolio dependent on any given market condition. It should be
noted we intend to be fully invested in non-cash assets whenever
desirable to be so. We also believe the ability to have broad
ranges of permissible allocations provides flexibility to adapt to
changing market conditions.
Beyond the strategic long-term holdings, our investment approach
allows the introduction of tactical short-term 'tilts' designed to
access specific investment ideas formulated by our International
Strategy Committee*. These can be used to capture additional sector
specific themes, or simply allow increased weightings among the
various asset classes.
Management fee for multi-asset class
approach
Our fees for the segregated multi-asset class service range from
0.80% to 1.00% per annum depending on the value of the portfolio,
subject to a minimum annual fee of £1,875.
These fees are inclusive of custody and bank commissions, but
exclude market fees, such as brokerage, external management costs,
and stamp duty reserve tax, where applicable.
* The committee is formed of team members from our board of
directors and senior bank personnel, who come together with other
experienced investment experts from around the extended Nedbank
Group (Nedbank Group Limited is our immediate parent company).