Insights

Moderated by Defaqto's Andy Parsons, Mike Pinggera dives into how the Targeted Absolute Return sector might offer a powerful, straightforward solution for your decumulation strategy within a Centralised Retirement Proposition.

In the dynamic world of investing, where uncertainty lurks around every corner, safeguarding your capital against potential losses is paramount. With market volatility and economic fluctuations being inevitable, traditional investment approaches might not always suffice. This is where multi-strategy funds emerge as a beacon of stability and resilience in an ever-changing financial landscape.

Investing in a multi-strategy fund can offer diversification benefits and exposure to a range of investment strategies within a single portfolio. However, it's crucial for investors to conduct thorough due diligence and consider several key factors before committing their capital.

Investing in multi-strategy funds in the UK can offer several tax advantages such as: tax-efficient structures, capital gains tax treatment, dividend tax allowance and tax-free savings accounts

Incorporating a multi-strategy fund into an investment portfolio can offer several benefits such as: Enhanced diversification, risk mitigation, potential for enhanced returns and adaptability to changing market conditions

In the ever-evolving world of finance, investors continually seek strategies that offer resilience, adaptability, and the potential for robust returns. One such strategy that has garnered considerable attention in recent years is multi-strategy investing.

Modern Approaches to Absolute Return and the Value of Real Assets

The IA Targeted Absolute Return sector has been largely out of favour with investors since the high-profile decline of Standard Life's Global Absolute Return Strategies Fund (GARS). However, dismissing the entire sector due to one fund’s shortcomings may overlook the potential benefits that absolute return strategies can offer in today's unpredictable market environment.

AI adoption is happening faster than predicted. Chris comes back armed with new investment ideas for the portfolio.

Chris Rodgers is joined by fund manager, Andrew Evans, who provides an overview of the Sanlam Active UK Fund's performance, current market trends, and an outlook for the future.

Chris Rodgers is joined by Head of Multi-Strategy, Mike Pinggera, who provides an overview of the Sanlam Real Assets Fund's performance, current market trends, and an outlook for the future.

Chris Rodgers is joined by Head of Multi-Strategy, Mike Pinggera, who provides an overview of the Sanlam Multi-Strategy Fund's performance, current market trends, and an outlook for the future.

Chris Rodgers is joined by Head of Global Equities, Pieter Fourie, who provides an overview of the Sanlam Global High Quality Fund's performance, current market trends, and an outlook for the future.

A view on the fund's performance, the AI landscape, and new holdings.