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During the past 3 months our focus has been to diversify the sector exposure within the strategy.  We have been adding to the financial, healthcare and industrial sectors by including stocks such as JP Morgan, Siemens Healthineers, United Technologies, Novo Nordisk and Honeywell.
Markets are strong and have headed into 2020 with positive momentum and this will likely continue in the near term. We have also been reducing the duration of the Fixed income exposure to reduce volatility relative to interest rate movements.

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Risk Rating

Key Facts

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The primary investment objective for our Global Balanced Strategy is to provide a combination of capital growth and wealth protection, without full equity market volatility. Investments will be balanced between a moderate weighting to growth assets, such as equities, and a lower weighting to stable investments.

Strategy Description

Asset Allocation

Performance Compared To Indicitave Benchmark

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Inception Date

Minimum Investment

Approximate Expense Ratio

Currency

Benchmark

June 2019

$500,000

1.00%

USD / GBP

ARC $ Balanced Index