Stable Investment Strategy.
Low risk and a high level of certainty.
Goal. To generate stable annual returns of 5% above the 90-day bank bill swap rate with very low volatility or deviation in returns.
Investor profile.
The Stable Investment Strategy is suitable for investors who have a low tolerance to risk but want a return above cash rates. Typical clients have a greater desire to retain wealth than to aggressively grow their wealth. Stable Investment Strategy clients are usually in, or close to, the pension phase as opposed to the accumulation phase of the investment life cycle.
Structure.
Concentrated (10 to 15 positions) with investments in:
Cash and fixed income
Equity ETFs
Listed investment companies trading at a deep discount
Risk arbitrage investment opportunities
