Wealth Management -
Introducing Arbuthnot Latham’s All-Seasons Portfolio
Our new investment service is designed to navigate different economic environments with low volatility. Find out about the assets it contains and its performance target.
Government policies and global events shape markets in what can feel like economic seasonal shifts, from inflation inhibiting consumer spending to new technologies driving up the price of stocks.
We understand that some investors want less exposure to the rollercoaster ups and downs that can come with volatile markets, which is why we have created our All-Seasons Portfolio.
Managing volatility
The All-Seasons Portfolio is an actively managed investment service, designed to deliver returns above inflation, growing wealth over time while managing risk.
It follows a strategy of investing across a broad range of assets to help navigate different economic conditions, reducing reliance on any single type of investment, such as equities or bonds. Together, these assets can navigate different economic cycles, such as strong growth, high inflation environments, or recessions.
Like all investments, the All-Seasons Portfolio carries risk. But it is designed to manage volatility and reduce the impact of market downturns.
Whether you are looking for more diversification or have concerns about the high price of equities, you may want to find out more about the portfolio.
Performance and assets
Here are a few key features:
- Diversified asset allocation: the portfolio includes equities, bonds, gold, commodities, diversified and trend hedge funds to smooth out market volatility
- Performance benchmark: it aims to return at least 2% above the Consumer Price Index over a period of at least five years
- Exceptional service: as with all our services, clients have direct access to an investment manager, regular reviews, and a proactively managed discretionary portfolio.
If you are a client and are interested in the All-Seasons Portfolio, ask your relationship manager about it. If you are not a client, you can get in touch with us here.
Find out more about our wealth management and investment management services.
Wealth Management
Whether you’re growing in your career, supporting multiple generations, planning a fulfilling retirement, thinking about the legacy you want to leave, or simply getting the most out of today, we can help tailor a plan designed for you.
Subscribe to our latest insights
Sign up to receive insights from our experts and partners, giving you fresh ideas and different perspectives on topics that help you go further. Plus, get exclusive invites to events and webinars.
DISCLAIMER
This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.