Services and products
Our approach to delivering services that are consistent, relevant and effective is to form long-term partnerships with our clients.
Our clients typically want a portfolio that:
- Preserves capital in volatile and unpredictable markets
- Is hedged against inflation
- Generates growth without the volatility of equity markets
- Has limited downside risk
We manage customised mandates for our clients in addition to Quantec’s suite of multi-asset investment strategies across a range of risk and return profiles.
OUR STRATEGIEs
01
Defensive Strategy
Our most conservative strategy for investors with a time horizon of less than 18 months seeking capital stability and a better return than bank deposits with unrestricted access to their funds at all times.
Defensive Factsheet
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Stable Strategy
This conservative strategy includes allocation to growth assets with the lowest risk in our range of multi-asset portfolios for clients with time horizons of at least 3 years seeking a high level of capital protection with risk-controlled growth. Target return: CPI + 2%.
Stable Factsheet
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Moderate Strategy
For investors needing greater scope for capital growth than our Stable Strategy with downside protection, an investment horizon of 5 years or more from a diversified portfolio of growth and defensive assets across local and international markets. Target return: CPI + 4%.
Moderate Factsheet
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Growth Strategy
For clients looking to maximise growth from a multi-asset portfolio targeting a return of CPI + 6% over at least 7 years. This portfolio is constructed in the same way as our Moderate Strategy with a higher allocation to diversified growth assets including equities, property and private equity.
Growth Factsheet
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