Smaller pension funds will have access to a lower risk solution without compromising longer-term returns following the launch of the Diversified Strategy Fund this month.
Using a dynamic asset allocation process, the Diversified Strategy Fund aims to generate capital growth through investment in a wide range of assets including conventional assets such as equities and bonds, as well as alternative asset classes like infrastructure, currency and hedge funds. It also draws on the full range of modern investment tools, including the use of derivatives and portable alpha techniques.
“Morley has a long pedigree in asset allocation and we are packaging a technique that has been used successfully with our clients for some time. Now with the Diversified Strategy Fund, we can provide a cost-effective solution to asset allocation for smaller pension funds and also retail investors,” says Paul Moody, head of investment development, Morley.