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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$55.6bn
Multi-asset assets under management

vd-icon_People_3_Group v3

15
Multi-asset investment
professionals

vd-icon_Bulleye_Target v3

21
Average years’
experience

As at June 30, 2025.

$55.6bn
Multi-asset assets under management

15
Multi-asset investment
professionals

21
Average years’
experience

As at June 30, 2025.

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

A balanced approach for more cautious investors

How balanced strategies can help investors stay true to their long-term objectives.

Portfolio Construction and Strategy: Portfolio Portrait

Portfolio Portrait is designed to help financial professionals cut through market complexity and identify portfolio positioning opportunities.

Productivity lift: A supportive backdrop for earnings growth

How corporate efficiency is supporting profitability and earnings growth.

Advisor insights
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