ASSET MANAGEMENT

We manage a number of specific fixed income, equity and multi-asset class investment strategies and are able to create specific and bespoke strategies based on our thorough investment process.

The Short-Duration Corporate Bond Portfolio is a directly invested and segregated portfolio designed for private clients, fiduciaries and charities. The strategy is focused on investing in a well diversified and short-duration portfolio of largely single-A and triple-B investment grade bond issues. Portfolio duration targets 2.5 years +/- 1 year. The portfolio typically holds between 25 and 30 individual positions and provides a mix of income, security and liquidity with an investment objective of total return.

The Medium-Duration Corporate Bond Portfolio is a directly invested and segregated portfolio designed for private clients, fiduciaries and charities. The strategy is focused on investing in a well diversified and medium-duration portfolio of largely single-A and triple-B investment grade bond issues. Portfolio duration targets 5years +/- 1.5 years. The portfolio typically holds between 25 and 30 individual positions and provides a mix of income, security and liquidity with an investment objective of total return.

The Defensive Income Portfolio invests largely in investment grade bonds and includes exposure to high yield bonds, emerging market debt, equities and alternatives. The strategy aims to provide a defensive income and growth strategy that provides a strong flow of regular income from its predominantly fixed income asset allocation as well as the benefits of liquidity and security this asset class provides. Exposure to equities and alternative investments (such as property and hedge funds) will typically be via managed funds and exchange traded funds that complement the objectives of the portfolio.

The strategy is suitable for investors with a low to medium tolerance to risk and/or a shorter investment horizon (from 3 years). It is particularly suitable for investors who need to drawdown against their investment to meet their spending needs and is equally suitable for an investor who seeks growth and is happy to re-invest income to do so, subject to their tax circumstances. Given the high fixed income component and as indices are typically weighted towards the most indebted companies and sectors, we take a non-benchmark approach but will be aware of benchmark performance.

The Balanced Income and Growth Strategy provides a medium to long term strategy that aims to provide a relatively high and growing income together with capital growth by investing in the equity and debt securities of a diversified range of companies from a mix of industries. The strategy manages risk by favouring equity investment in companies with little debt and fixed interest investment in companies with higher debt levels. This ensures that whilst the portfolio has a well-diversified industry exposure, we are always in the relatively safer part of the companies’ capital structure.

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The Equity Income & Growth Strategy invests largely in UK, US and European equities, providing a well-balanced and diversified portfolio of equities that are typically of larger market capitalisation companies. This strategy aims to provide lower volatility, medium- to long-term equity investment and some inflation protection. The strategy provides investors with a segregated portfolio of defensive growth equities that pay dividends that can be expected to grow. The Direct Equity Income & Growth Strategy does not aim to reproduce a “benchmark” return, but rather focuses on meeting investor expectations.

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The Capital Growth Strategy seeks to provide real growth of capital with an emphasis on capital preservation and provides investors with a well-diversified and segregated portfolio of direct securities, managed funds and ETF’s to achieve a carefully controlled level of risk with an emphasis on liquidity. The strategy uses a broad range of asset classes that provides the widest opportunity to meet its objectives and takes a non-benchmarked approach that focuses on achieving investor objectives by investing in a range of direct bonds, equities, managed funds, ETF's and alternatives with an emphasis on liquidity. Our conviction-based approach uses a multi-asset approach to investment that incorporates diversification and active management combined with the use of protective strategies within a strong risk management framework. This results in a pragmatic approach to balancing risk and return in portfolios.

We can tailor mandates to specific requirements driven by our existing thorough investment process and underpinned by our approach to investments focussed on capital preservation, real growth and control of risk.

Private client asset managers

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