Schließen

Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Schließen

Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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Important Note Click to maximise

This is a financial promotion for The First Sentier Multi-Asset Strategy. This information is for professional clients only in the UK and EEA and elsewhere where lawful. Investing involves certain risks including:

  • The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.
  • Currency risk: the Fund invests in assets which are denominated in other currencies; changes in exchange rates will affect the value of the Fund and could create losses. Currency control decisions made by governments could affect the value of the Fund's investments and could cause the Fund to defer or suspend redemptions of its shares. 
  • Emerging market risk: Emerging markets tend to be more sensitive to economic and political conditions than developed markets. Other factors include greater liquidity risk, restrictions on investment or transfer of assets, failed/delayed settlement and difficulties valuing securities. 
  • Derivative risk: derivatives are sensitive to changes in the value of the underlying asset(s) and/or the level of the rate(s) from which they derive their value.  A small movement in the value of the assets or rates may result in gains or losses that are greater than the amount the Fund has invested in derivative transactions, which may have a significant impact on the value of the Fund. .
  • Credit risk: the issuers of bonds or similar investments that the Fund buys may get into financial difficulty and may not pay income or repay capital to the Fund when due. 
  • Interest rate risk: bond prices have an inverse relationship with interest rates such that when interest rates rise, bonds may fall in value. Rising interest rates may cause the value of your investment to fall. 
  • Charges to capital risk: The fees and expenses may be charged against the capital property. Deducting expenses from capital reduces the potential for capital growth

For details of the firms issuing this information and any funds referred to, please see Terms and Conditions and Important Information.  

For a full description of the terms of investment and the risks please see the Prospectus and Key Investor Information Document for each Fund. 

If you are in any doubt as to the suitability of our funds for your investment needs, please seek investment advice.  

Multi-Asset Solutions

We invest for purpose

Markets are constantly moving – and when conditions change investors must rethink their asset allocation.

Our flexible and dynamic approach draws on a global opportunity set to meet the multiple, often competing objectives of our clients. The goal is to tie all investment decisions to the ultimate objective of the portfolio.

Time has shown that asset allocation decisions are the dominant driver of overall portfolio returns and multi-asset investing provides risk and return benefits that are not typically achievable by investing in a single asset class. 

Flexible

Asset allocation can be a rigid process, but for objectives-based investors like us, flexibility allows us to respond to changing market conditions and steer our portfolios towards objectives.

Dynamic

Most investors have goals across several time horizons and rather than rely on theoretical long term assumptions, we aim to take advantage of shorter-term investment opportunities by dynamically shifting exposures.

Disciplined

Blending qualitative insights with the discipline of quantitative underpinnings, our evidence-based approach has operated for more than 23 years.

Why invest

  • We believe that holding a large number of asset categories doesn’t provide real diversification in today’s markets. To solve this challenge we have developed the First Sentier Real Return Fund, an objective-based approach to investing that combines the benefits of long-term asset allocation with dynamic short-term tilts to enhance returns and abate risks.

  • The fund aims to protect against inflation and provide growth by achieving a positive return of 4.5% in excess of Australian CPI (trimmed mean) over a rolling five year periods. 

  • Unlike traditional multi-asset portfolios, there is no requirement to allocate to any particular investment type. We only invest in opportunities that offer the best risk-reward for investors, blending a combination of assets together  across the full spectrum of equities, bonds, currencies and commodities that have the highest likelihood of delivering on the performance target while also considering sequencing risks.

  • By dynamically shifting exposures, we aim to take advantage of short-term investment opportunities as they arise. History has shown that being dynamic, making well-timed changes to the investment mix, can have significant positive influence on long-term performance.

Our asset allocation moves with markets

The foundation of our portfolios, our neutral asset allocation, takes a long term view on economies, markets and expected returns across asset classes. While neutral asset allocation alone will be the dominant driver of returns, there is also opportunity to mitigate portfolio risks and generate additional returns as market conditions change. We supplement our long term neutral asset allocation with dynamic asset allocation, which exploits shorter-term market inefficiencies. 

How our portfolio works

Neutral asset allocation

The ‘neutral’ asset allocation is the mix of investments that we believe has the highest likelihood of achieving a given portfolio’s long-term objectives based on fundamentals. The first step in our investment process is determining the economic outlook, both globally and for individual countries.

Using current valuations as a starting point, key economic variables including GDP growth, inflation, risk free rates, and long-term bond yields enable us to calculate expected returns for various asset classes. 

Meet the team

Epco van der Lende

Co-Head of Multi-Asset Solutions

Kej Somaia

Co-Head of Multi-Asset Solutions

Jan Baars

Senior Portfolio Manager

Andrew Harman

Senior Portfolio Manager

Ready to invest?

Contact a member of our Sales Team