TEAM Multi-Asset Balanced Fund UCITS

Fund Details

• Risk Profile: Moderate
• Equity Exposure: ~40%
• Assets: ~25 individual assets
• Asset Classes: 5 distinct classes
• Markets: 50+ global markets
• Structure: UCITS / MPS
• Currencies: GBP / USD / EUR

Strategy

Suitable for those with a moderate appetite to risk, TEAM’s Multi Asset Balanced strategy targets approximately 40% equity risk through market cycles. It seeks to provide equity-like returns over the longer-term, but with substantially less volatility and drawdowns than equity securities.

Rather than focus on the past, we recognise that the historical relationship between assets can, and does change, particularly during periods of market turbulence and stress. Our multi asset investment framework has been designed exactly for this purpose, giving clients access to an extensive asset allocation menu.

The main asset classes in which the portfolio will invest are global equities, global high yield bonds, alternative income-producing securities and real assets including broad commodities, gold, crypto currency, global infrastructure and logistics, property and volatility.

Underpinning this objective is the constant pursuit of genuine diversification.

• Average portfolio equity risk through market cycles is less than 40%
• Approximately 25 individual assets
• 5 distinct asset classes spanning more than 50 global financial markets
• No conventional sovereign bond holdings
• Meaningful allocations to real assets
• Genuine diversification across asset classes, investment style and risk factors
• Available as a GBP (£), US Dollar or Euro portfolio
• Bespoke portfolio according to client needs and preferences available on request

Fact Sheets

See the Fact Sheets

UCITS  |  MPS

Invest

Ready to invest or want to learn more?