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  Global Portfolio Range  
       
  Investment Solutions uses a wide range of global asset classes, including global equities, bonds, cash and alternative investments, that are also available individually, to create a range of risk-profiled global portfolios. The company uses a risk-controlled tactical asset-allocation strategy to enhance the returns of its global risk-profiled portfolios.

The portfolios in this range are managed by what Investment Solutions regards to be the best global investment managers. In selecting these managers, the company is assisted, where it does not have extensive manager-research coverage, by selected global investment managers. These include Russell Investment Group, EIM and Investment Solutions Fund Managers (UK). Prudential is used as a global asset-allocation adviser.

  
 
     
Global Balanced  
Global Equity
The investment managers selected for this portfolio may invest in global equities within predominantly developed countries, denominated in a variety of global currencies. The managers may either have active investment management styles or quantitative investment management styles. Through active stock selection they keep volatility of returns below that of the average active global equity portfolio. Apart from the actively managed portion, a relatively small portion is invested in an enhanced equity-index fund, which may further reduce the relative volatility of the portfolio.

Global Fixed Income
The investment managers selected for this portfolio may invest in global fixed income instruments comprising mainly bonds denominated in a variety of global currencies. Bonds are issued by national governments or corporate entities and often provide an investor with a higher investment return than cash over the medium to long term. In managing this broadly diversified portfolio, the managers make controlled active investment decisions regarding the duration of the instruments, the country of origin, the credit risks and the appropriate currency. Apart from the actively managed portion, a relatively small portion is invested in a government bond-index fund, which may further reduce the relative volatility of the portfolio.

Global Sterling Banker
The investment managers selected for this portfolio may invest in short-term Sterling-based money-market instruments. Money-market instruments are liquid financial instruments that simulate cash, but may give a higher return than cash. The average maturity of the money-market instruments in the portfolio will not exceed 90 days.

Entrepreneur Global*
The investment managers selected for this broadly diversified portfolio may invest in global equities, bonds, cash and alternative investments, all denominated in a variety of global currencies, with a higher allocation to equities. The managers may either have active investment management styles or quantitative investment management styles aimed at keeping volatility of investment returns relative to the benchmark below that of the average active global balanced portfolio.

 
* Institutional Investors Only
 

The investment managers selected for this broadly diversified portfolio may invest in global equities, bonds, cash and alternative investments, all denominated in a variety of global currencies. The managers may either have active investment management styles or quantitative investment management styles aimed at keeping volatility of investment returns relative to the benchmark below that of the average active global balanced portfolio.

 

 
Absolute International Equity  
In constructing this portfolio, Investment Solutions has combined predominantly long-only global equity managers, with a focus on limitation of downside risk in falling markets. The management of portfolio assets is split equally among 10 to 14 managers. These may have different investment management styles and are mandated to pursue enhanced risk-adjusted investment returns over time regardless of global market conditions. Managers will have the ability to identify new opportunities and themes. This portfolio may have a higher correlation to global equity markets than traditional alternative investments.
The following five investment strategies are followed in the management of this portfolio:
  • Shareholder Activism
    Managers seeking to improve companies' valuation by influencing the company
  • Deep Value
    Managers investing in companies with at least a 30% discount to fair value
  • Relative Value
    Managers investing in companies at a discount to their sector peers and an identified catalyst
  • Thematic
    Managers investing in specific sectors such as water, energy, environment, strong global brands or strong balance sheets
  • Market Timing
    Managers who can decrease their exposure to equity market risk by raising cash, or selling futures, and/or seek to profit from sector rotation
  

 
Global Dollar Banker  
The investment managers selected for this portfolio may invest in short-term US Dollar-based money-market instruments. Money-market instruments are liquid financial instruments that simulate cash, but may give a higher return than cash. The average maturity of the money-market instruments in the portfolio will not exceed 90 days.  

 
Global Euro Banker  
The investment managers selected for this portfolio may invest in short-term Euro-based money-market instruments. Money-market instruments are liquid financial instruments that simulate cash, but may give a higher return than cash. The average maturity of the money-market instruments in the portfolio will not exceed 90 days.  

 
Conserver Global*  
This portfolio is managed within what Investment Solutions regards to be conservative investment parameters. The investment managers selected for this broadly diversified portfolio may invest in global equities, bonds, cash and alternative investments, all denominated in a variety of global currencies, with a lower allocation to equities. The managers may either have active investment management styles or quantitative investment management styles aimed at keeping volatility of investment returns relative to the benchmark below that of the average active global balanced portfolio.  

 
 
     
   

© Investment Solutions Limited, 2009
 Investment Solutions Limited is a licenced financial services provider, FAIS licence number 711.

  

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