As an established Wealth solutions business driven by client outcomes, we aim to:
Key Risk:
The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.
These funds invest in money market instruments such as short term bank debt, the market prices/value of which can rise as well as fall on a daily basis. Their values are affected by changes in interest rates, inflation and any decline in creditworthiness of the issuer.
These are not guaranteed investments, an investment in a Money Market Fund is different from an investment in deposits and can fluctuate in price meaning you may not get back the original amount you invested. These investments do not rely on external support for guaranteeing Wealth or stabilising the NAV per unit or share. The risk of loss of the principal is to be borne by the investor.
Our Approach
Our insurance heritage makes us a natural partner for clients looking for consistent returns and enhanced capital preservation through market cycles.
- Fundamentally driven
Investment ideas are driven by in-depth research across regions and sectors, supported by multi-disciplinary teams across asset classes to deliver robust client outcomes.
- Robust portfolio construction
We believe a disciplined portfolio construction process can be an independent source of alpha.
- Sustainability as a bedrock
We embed environmental, social and governance considerations into every investment decision and actively engage with issuers to drive positive change.
- Focused portfolios
Aggregating firm-wide expertise to gain a holistic picture of the issuers we invest in.
