Global Horizon Portfolio

The Global Horizon Portfolio was launched in 2018 to cater for clients at the very upper end of the risk tolerance spectrum with a
very long investment horizon (15 years plus).

 

The portfolio will typically be invested in global equity funds with only a small amount of cash to cover fees and small liquidity
needs.  It will focus on identifying the regions and parts of the market capitalisation spectrum that are deemed to be the most attractive in the long-term, and also key themes that benefit from the changes to the world around us and how we live our lives, shifting demographics and advances in areas such as technology and healthcare.

 

This portfolio is for investors who are comfortable with higher levels of volatility and risk in order to seek attractive potential
long-term returns. There may be short periods of time where the themes in the model are out of favour. The model will be
benchmarked for both risk and returns against the IA Global sector (Global Equity funds).

 

View Portfolio