GLOBAL MULTI ASSET FLEXIBLE (USD)

DESCRIPTION:  Global Flexible USD Portfolio

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PORTFOLIO OBJECTIVES

The Portfolio has a Flexible mandate with the aim to produce medium to high levels of growth in US Dollars, at reduced relative levels of volatility. It follows a Strategic Asset Allocation approach, with Tactical deviations either through changes in the asset class building blocks, or through changes within the external alpha generating Flexible manager we use. This all within a risk-controlled environment. The aim of this is to capture as much possible upside, whilst potentially avoiding large drawdowns. The hedge component will also further reduce market beta, and thus risk

INVESTMENT HORIZON

This portfolio is aimed at members who have a medium time horizon (5 years and longer)

TAX CONSIDERATIONS

The portfolio is on the endowment platform at Momentum International, to make it as tax efficient as possible

REGULATORY CONSIDERATIONS

This is a US Dollar denominated Portfolio consisting of up to 100% in offshore investments, and thus not Regulation 28 compliant