Latest Insights

Harnessing the power of asset allocation

Cover3.png
19 days ago (29 Jan 2018)  |  

Moz Afzal, manager of the New Capital Strategic Portfolio UCITS Fund, presents a macro-driven asset allocation portfolio that seeks a target return of Libor +5% per annum with half the volatility of equity markets. 

Afzal and his co-managers, Sailesh Bhundia and Michalis Rikos, invest across global equities and bonds, commodities, real estate, and hedge funds, aiming to offer consistent risk-adjusted returns across different market conditions. 

The Fund is designed for clients looking for diversified asset allocation solutions. A well-diversified multi-asset approach, Afzal explains, can smooth returns and reduce volatility over a market cycle.



Click here to visit our fund focus microsite


Related Insights

French Elections.JPG
A real test for the euro: examining the possible scenarios arising from the election… Read more
ECB Web.PNG
In this editionof Infocus, we argue that weak wage dynamics support the European… Read more
election aftermath.JPG
09 Jun 2017  |  

UK Election Aftermath

Pollsters wrong again as the young turn out to vote. In this updated edition of Indepth, Daniel Murray, Deputy CIO and Global Head of Research,… Read more