Dynamic Total Return is a flexible, volatility-managed, multi-asset investment strategy. It seeks to strike an attractive balance between portfolio risk and return over the long-term, targeting equity-like returns at a lower level of volatility over a full market cycle. Dynamic Total Return allocates across liquid global asset classes using a disciplined, systematic investment process based on bottom-up, fundamental valuations and top-down macroeconomic insights. The portfolio positions may be directional (embedding an underlying market beta) or diversifying market-neutral exposures.
Dynamic Total Return can serve a number of roles in a portfolio. With advanced de-risking methods designed to mitigate downside risk, it is suitable for those seeking to earn equity-like returns while reducing overall equity beta and mitigating extreme market drawdowns. Dynamic Total Return can also function as a core multi-asset exposure that seeks higher risk-adjusted total returns (i.e. Sharpe Ratio) than an all-equity strategy.
Please note that all investment strategies involve risk.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.