MULTI-ASSET

Comprehensive. Risk-aware. Specialised.

Our investment teams manage a range of global asset allocation strategies, applying a variety of lenses and risk management approaches.

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$53.1bn
Multi-asset assets under management

vd-icon_People_3_Group v3

18
Multi-asset investment
professionals

vd-icon_Bulleye_Target v3

22
Average years’
experience

As at December 31, 2024.

$53.1bn
Multi-asset assets under management

18
Multi-asset investment
professionals

22
Average years’
experience

As at December 31, 2024.

Diversification may offer a more efficient portfolio; theory and history suggest that a diversified portfolio would be expected to deliver a better return per unit of risk than a more concentrated portfolio will do. We strongly believe that any serious focus on wealth preservation or wealth accumulation should have a diversified portfolio at its core.

Featured strategies

JBALX

Balanced Fund

For 30 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

Global Adaptive Capital Growth Managed Account

A global allocation portfolio informed by views on extreme market movements.

Global Multi-Asset Moderate Managed Account

Asset allocation model with global exposure to investment vehicles across equity and fixed income

Insights

Quick View: Trump keeps his “favorite word” on tariffs

In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.

Multi Asset Quarterly Q1 2025: Higher U.S. rates roil the global economy and markets

What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.

USA, Washington D.C., White house with green grass and summer sky

Investment considerations for the second Trump presidency

With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.

Advisor insights
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