Investment Advice
Multi Asset Portfolios

> IMPORTANCE OF STRATEGIC ASSET ALLOCATION

The markets have been difficult terrain for investors and advisers alike over recent years.

Those trading single asset classes have had mixed results and the idea of diversifying is becoming ever more appealing. Academic research and fundamental evidence both show that it’s this strategic asset allocation of a portfolio, not market timing, that will determine the vast majority of the portfolio’s return and risk.

Achieving an appropriate balance between asset classes, however, is a timely process which relies on complex data, expertise and resources.

> WHAT ARE MULTI ASSET PORTFOLIOS (MAPs)?

Multi Asset Portfolios provide a low cost, broadly diversified solution that will adapt to all cycles of the economy. As the markets change, models are rebalanced, increasing exposure to assets that are performing well and reducing exposure to those that are weaker.

> IS A MULTI ASSET PORTFOLIO FOR ME?

Churchill’s Multi Asset Portfolios are suitable for investors who are interested in obtaining exposure to global fixed income and equity markets through a diversified fund. If you seek consistent returns in both turbulent and calm markets, using multiple assets can help you:

• Capture upside investment opportunity
• Attempt to minimise downside losses
• Stay responsive to market movements

> CHURCHILL’S MAPs

Through our Multi Asset Portfolio solution we are able to give you the choice of one of 10 risk graded models, giving you the ability to choose the precise option that best suits your objectives. Your attitude to risk will be determined by industry leading risk profiling systems.

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