AIPM Cautious Alpha
Designed to
beat inflation
The deer relies on instinct: ears turning before the eyes do, muscles loaded and ready, gone in the instant a threat becomes real.
Like the deer, Cautious Alpha stays alert rather than static. Diversified globally and managed proactively, its design aims to keep one step ahead of inflation's onward march.
Our multi-basket approach
Our multi-basket approach supports clients who either have low risk tolerance or require capital preservation. Each of our six baskets performs differently in a given market condition. When blended, low volatility results.
Cautious growth
Typically accounting for the largest share of assets, this is the engine of the portfolio. It consists of carefully managed multi-asset funds focused on protecting capital.
Growth equity
Modest exposure to global equity markets, gained via a combination of low-cost index-tracking funds and high-quality actively managed holdings, helps to boost returns.
Inflation protection
Contains assets which tend to benefit from an inflationary environment, such as gold and other commodities.
Alpha strategies
Composed of vehicles which seek to make money regardless of the direction of markets using strategies including market neutral or long/short.
Flexible bonds
Made up of fixed income funds whose managers have the authority and ability to flex their portfolios depending on macro conditions.
Trend followers
Quantitative investment strategies which look to pick up on momentum in different asset classes and establish positions accordingly.
Our principles in action
We’ve lived and breathed investment research since 2009. Since then, we’ve shaped our investment strategies through enduring truths about how markets tick. Cautious Alpha is no exception.
Global
Unrestrained by borders, we consider a wide range of investment opportunities from around the world. This includes domestic stocks, alongside equity from emerging markets and around the world.
Diversified
Each of our six baskets is designed to behave differently in different market conditions.
This provides protection against adverse market movements.
Proactive
Our investment team tracks market movement closely. When a movement is identified, they are already poised to react.
Risk profiles
This range of portfolios is available at one risk level.
