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Diversified Growth Fund

An actively managed multi-asset portfolio that aims to deliver returns comparable to global equities over the medium term, but with lower volatility

Overview

INVESTMENT OBJECTIVE

To achieve long term capital growth in excess of 3 month GBP LIBOR +4% over rolling 5 year periods, after charges, with some potential for income returns with lower than equity market volatility.

ABOUT THIS FUND

  • The strategy aims to provide a low-volatility growth engine for client portfolios with a particular focus on capital preservation
  • Flexible approach gives investors exposure to a diverse array of potential return drivers
  • The team has a successful long-term track record of dynamic asset allocation, efficient portfolio construction, and cost-effective implementation

Portfolio Management

Oliver Blackbourn, CFA

Portfolio Manager

Industry since 2009. Joined Firm in 2017.

Nick Harper, CFA

Portfolio Manager

Industry since 2010. Joined Firm in 2014.

Performance

Portfolio

Top Holdings (As of 30/09/2025)
% of Fund
FTSE 100 Idx Fut Dec25 9.28
MSCI Emgmkt Dec25 6.51
US 10yr Note (CBT)Dec25 6.08
S&P500 Emini Fut Dec25 5.60
iShares Physical Gold ETC 5.01
Euro Stoxx 50 Dec25 4.77
Janus Henderson Horizon Emerging Markets Debt Hard Currency Fund Z2 USD 4.56
Long Gilt Future Dec25 3.67
United Kingdom Inflation-Linked Gilt 0.125% 2039 3.61
United Kingdom Inflation-Linked Gilt 0.125% 2041 3.60
TOTAL 52.69
Asset allocation % of Fund % of Fund As of 30/09/2025

Documents