The Steer Global Portfolio is USD denominated portfolio invested in multiple asset classes and ideal for investors with a moderate risk profile and an investment horison of 3-5 years
Description
The Steer Global portfolio is a USD denominated portfolio for the investor seeking exposure to a diversified investment strategy in global stocks, commodities, bonds, and cash. The strategy offers diversification value and are geared to deliver results in most market conditions.
Objective
The portfolio aims to provide moderate capital growth and to outperform its benchmark on a risk adjusted return basis over any rolling 12m period. This is achieved by diversifying between unrelated asset classes and the active management of known risks as steered our investment process.
Strategy
The strategy focusses on active asset allocation as the main contributor of returns. Long standing cause and effect relationships between asset classes and financial indicators is monitored to determine the relative value of asset classes to cash and each other. Tactical decisions are balanced and weighted across multiple valuation disciplines.
