Multi-Manager
Multi-Manager approach
Benefit from access to a wide range of fund management talent, offering potential for more consistent, diversified returns.
Our Multi-Manager Universal range:
“Actively managed, risk-targeted, unconstrained multi-manager funds, at a competitive price point.“
The Multi-Manager Universal fund range is actively managed to provide investment growth, consistent with the relevant risk and volatility profile, over the long term.
Our Multi-Manager Universal range benefits from not being constrained by any particular asset allocation in respect of geography, industry or sector. This grants the range the ability to invest in a broad spectrum of investment opportunities, with exposure to both externally managed funds, as well as Columbia Threadneedle’s own investment funds. By investing in a portfolio of funds, rather than individual securities, the range seeks to achieve diversification across multiple fund managers, investment strategies and asset classes, aiming to deliver risk-adjusted returns.
The range utilises our proprietary Strategic Asset Allocation model, which is used to determine the appropriate combination of investments to ensure each Fund remains consistent with its risk and volatility profile, whilst reflecting the house view on the mix most appropriate to hold for your client’s investment objective. This proprietary model has been a critical component to the strong performance outcomes across our existing Universal range of funds.
Our Multi-Manager Universal range offers risk-targeted funds ranging from Adventurous to Defensive, so investors can choose the balance of risk and potential reward that’s right for them.
For illustrative purposes only – actual split will vary slightly.
Our CT MM Universal Fund range offers a host of benefits:
1. Actively managed
Multiple layers of investment expertise from active asset allocation through to the identification of individual fund opportunities. We actively adjust asset allocation, select funds, build portfolios and manage risk.
2. Investment management expertise
By using our extensive fund analysis process, we believe fund selection will be a key feature of alpha opportunities.
3. Risk-targeted range
Portfolio targeting specific volatility parameters, so investors can be assured their investment remains aligned to their risk appetite. The funds are also risk profiled by leading risk rating agencies.
4. Proprietary Strategic Asset Allocation model
Our proprietary model sets out the appropriate blend of assets for each Fund to help deliver the highest potential return for each volatility range and matching risk profile. This model is successfully used across our other multi-asset fund ranges.
5. Unconstrained investment
Why restrict your opportunity set? The range’s fund structure allows access to a wide range of investments, including capabilities currently unavailable in-house. We are not restricted by platform constraints in the assets we can hold and have the ability to utilise derivatives to reduce risk and manage the funds more efficiently.
6. Cost conscious
Capped OCF between 0.60% and 0.65%1. Our range is designed to offer a good value balance of external active fund exposure to drive risk-adjusted returns, with a cost-conscious ethos – harnessing our ability to negotiate fees so investors can benefit from institutional ownership.
1Across most of the share classes. Please refer to the individual fund KIID and/or Prospectus for further information on all costs and charges.
Podcasts
24 what ifs for 2024, with TwentyFour Asset Management
In the first podcast of the year, we look ahead to events and trends which could drive economies and financial markets. What if central banks ease monetary policy and what impact will politics have as half the world’s population head to the polls? What if artificial intelligence takes all of our jobs and will Swansea City FC make the play-offs?
Open minded to Closed Ended pt I – Renewables Infrastructure Group
In the series, we aim to highlight why accessing markets outside through listed Investment Trusts is additive for Multi-Manager portfolios, and shouldn’t be just the privilege of private markets. First up, The Renewables Infrastructure Group, a trust dedicated to the generation of power from renewable sources for UK and Europe.
Open minded to Closed Ended pt II – Augmentum Fintech
In part two of our ‘Open Minded to Closed Ended’ miniseries, Adam chats with entrepreneur turned venture capital investor Tim Levene, CEO of Augmentum. They explore how the team works alongside budding entrepreneurs, discuss how the large financial incumbents are likely acquirers of fintechs and highlight how successful cash exits are important.
Insights
Weekly Bulletin: Inflation… what lies beneath?
Multi-Manager Perspectives: When is a trade deal not a trade deal?
Multi-Manager Perspectives: Who will blink first in this trade war... China or the US?
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We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
