Absolute Return service

Our Absolute Return strategy aims to offer capital growth via an actively managed portfolio allocating between global equities, bonds and alternative assets. Absolute Return has a greater emphasis on capital preservation than is typically found in a traditional balanced portfolio, but you should be aware that this service is not capital guaranteed. This highly diversified approach, combined with some uncorrelated assets, results in significantly lower portfolio volatility.


Latest news

15 October 2009: Gold Update and Purchase of Agriculture ETF
It is becoming increasing clear that commodities are re-establishing their leadership over and above equities; an established trend..... More

16 July 2009: Purchase of Findlay Park US Smaller Companies Fund
Findlay Park is a US equity fund that has an impressive track record over the past 12 years investing in mid-sized companies. The focus..... More

11 June 2009: Purchase of Long Dated US Treasuries
Government bond prices, on both sides of the Atlantic, have dropped significantly since their highs in the New Year..... More

4 June 2009: Purchase Berkshire Hathaway
Up until recently, the bear rally has been led by distressed assets which had typically fallen by 90 per cent or more in value terms over a two-year period.... More

Absolute Return literature
Absolute Return Strategy flyer Download
Absolute Return Strategy flyer (PDF) pdf 580KB
Absolute Return factsheets
Absolute Return Service Monthly Insight - Sterling (PDF) pdf 60KB
Absolute Return Service Monthly Insight - US dollar (PDF) pdf 60KB
Absolute Return Service Monthly Insight - Euro (PDF) pdf 61KB
Global Trend Fund (PDF) pdf 168KB
Absolute Return Fund (A Class) - Sterling (PDF) pdf 66KB
Absolute Return Funds (A Class) - Dollar (PDF) pdf 66KB
Absolute Return Funds (A Class) - Euro (PDF) pdf 66KB
Absolute Return quarterly reviews
Quarterly review - Sterling (PDF) pdf 507KB
Quarterly review - US dollar (PDF) pdf 508KB
Quarterly review - Euro (PDF) pdf 507KB

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