Latest Insights

Harnessing the power of asset allocation

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.

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