© 2019. DynamicFrameworks
We believe that the real power of portfolio construction is achieved when one combines a group of assets with return streams that are minimally correlated* to one another, targeting the highest possible return while exposed to the lowest possible risk. This process driven approach forms part of the foundation across all our model portfolio strategies.
The depth of our investment research capabilities underpins the investment process when constructing the various model portfolios. All investment decisions are evidence-based and are subject to scrutiny by our investment professionals to create an ideas meritocracy, where the best ideas are cultivated and brought forward.
In constructing the portfolios, the investment team ensured that each model portfolio would be dynamic enough to respond to changes in market conditions, with the aim to protect investor capital during periods of high market uncertainty
A mutual relationship or connection between two or more assets. Positive correlation – if one asset goes up then so does the other. Negative correlation – if one asset goes up, then the other goes down. Minimally correlated – assets move independently of one another.
Past performance figures prior to the investment inception have been simulated using the actual historical performance of the model portfolio strategy’s underlying investments, which are weighted according to the portfolio’s targeted exposure to these assets. Past performance is no guide to future 6 performance. The value of holdings may fall as well as rise.