MULTI-ASSET

Comprehensive. Risk-aware. Specialised.

Our teams manage global asset allocation strategies, applying a variety of lenses and risk management approaches.

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AUD$88.2bn
Multi-Asset Assets Under Management

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15
Multi-Asset Investment
Professionals

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21
Average Years’ Financial
Industry Experience

As at 31 December 2025

<span class="notranslate">no data</span>

AUD$88.2bn
Multi-Asset Assets Under Management

15
Multi-Asset Investment
Professionals

21
Average Years’ Financial
Industry Experience

As at 31 December 2025

Diversification may offer a more efficient portfolio; theory and history suggest that a diversified portfolio would be expected to deliver a better return per unit of risk than a more concentrated portfolio will do. We strongly believe that any serious focus on wealth preservation or wealth accumulation should have a diversified portfolio at its core.

Featured Strategies

Adaptive Global Allocation

This diversified global allocation strategy is informed by views on extreme market movements, both negative and positive.

Insights

Investing in the AI mega-theme: Key risks and opportunities for investors

Investing in the AI mega-theme: Key risks and opportunities for investors

To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector

Does your balanced fund have these three key essentials?

Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.

Chart to Watch: Monitoring low levels of systemic risk in U.S. equities

We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.