There is no magic formula when it comes to selecting a good fund manager and building a well-balanced fund of funds. Sound knowledge of the managers, financial environment and market structure is the starting point for making good decisions about a multi-asset allocation portfolio.
No single organisation has the resources and expertise to outperform consistently in every market and across all asset classes. Providing access to the best managers the team has selected is one of UBP’s key skills – we have worked with an open architecture for over twenty years for our multi-asset portfolio construction.
We look to invest in concentrated portfolios of high-conviction funds sourced from within the whole universe of long-only UCITS funds using our proprietary manager-selection process.
The best funds within each “behavioural group” are then singled out and analysed thoroughly. The funds are matched to different risk profiles’ exposure to global equities, and the remainder will be invested in fixed-income funds. As for the Secular Trends strategy, it has exposure to our four trends (climate change, demographics, consumption patterns and disruptive innovation) and gives investors enhanced access to the best managers the team has selected in each thematic.
Blending managers with a no-nonsense feature is embedded in the team’s DNA. Often overlooked, this aspect is paramount in successfully managing multi-asset allocation portfolios.