Multi-Managed Funds
Investment Philosophy
Multi-Managed Funds
A research-based philosophy, supported by disciplined implementation, underpins our multi-manager approach. We combine active asset allocation with the selection of specialist underlying managers to build diversified portfolios aligned with each fund’s return objective and risk profile.
Four pillars of our multi-manager approach
Research-driven: Every decision is grounded in analysis of macroeconomic trends, asset class dynamics and manager performance.
Active asset allocation: shifting between asset classes as conditions change.
Manager selection: partnering with proven specialists to build diversified portfolios with complementary sources of return and risk.
Disciplined implementation: Portfolios are built using structured, repeatable processes that balance return objectives with risk considerations and avoid decisions driven by short-term market noise.
Solutions
Methodical Fundrock Absolute Fund
The fund aims to generate capital growth over the long-term as well as a reasonable level of income. This is an actively managed low equity fund, and capital stability is achieved through diversification across a variety of high-yielding assets.
Methodical Fundrock High Equity Fund
The Fund targets long-term capital growth at moderate levels of volatility and follows a moderate aggressive risk profile. The Fund is actively managed and broadly diversified across equities, bonds, money market instruments and listed property, including offshore investments.
Methodical Fundrock Balanced Fund
The primary objective of this multi-asset fund is to provide investors with capital growth over the long-term. The fund aims to generate a return of CPI + 5% per year over any rolling 5-year period.
Methodical Fundrock Worldwide Growth FoF
The fund aims to achieve higher than average capital growth over the long term. High volatility and capital fluctuations may be experienced in the short-term.