Featured capabilities

Smaller companies

With a rich heritage and proven global expertise, we invest in smaller companies which we believe are poised to become tomorrow's large cap names.

Emerging markets

With an established on-the-ground presence since 2017, we invest in high quality companies across EM and Asia.

Risk warning

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

Multi-asset

Blending a broad range of asset classes to target your risk-reward requirements

Broaden your potential

Our scale and breadth of investment expertise allow us to combine a range of specialist and mainstream asset classes. This expands your clients sources of potential return. And by also carefully assessing future risks, our multi-asset strategies aim to give your clients a smoother long-term investment performance.

Target your outcome

Many of our multi-asset strategies are designed to target specific goals and risk-reward requirements – from tactical asset allocation to diversified income/growth to absolute ‘cash-plus’ return strategies. Strategies can be further customised to meet your needs.

Focus on sustainability

We want our multi-asset strategies to contribute to the long-term health of society and our planet. So we assess environmental, social and governance (ESG) factors when we invest and take climate into account in our strategic asset allocation. You can also choose from specialist sustainable strategies.

Investing responsibly in Diversified Assets

We analyse the risks and opportunities, including those influenced by ESG factors, for every investment that we make.

In the Diversified Assets team our focus is on providing genuine diversification. We do this by identifying and capturing the best long-term opportunities across a broad range of asset classes. Typically, we access alternative asset classes through listed investment companies and traditional asset classes through specialist teams within Mount finance corp. Our tailored approach considers ESG factors within asset classes as well as in the asset allocation process. It is supported by our centralised Stewardship and ESG Investment team.

All clients invest to create a better future for themselves and their families. This may be to fund their lifestyle or for their own retirement. Now, they can invest to promote a better future for our planet and for subsequent generations, by embracing ESG. Our Diversified Assets approach is designed to target that better future for our clients and to help towards building a sustainable future for generations to come.

Alternatives

Offering investors diversification, lower volatility and the potential for higher return

Private credit

Combining potential for yield and exposure to unique performance drivers.

Infrastructure

Investments that stand their ground 



Real estate

Harness every dimension of real estate opportunity

Private markets solutions

Building resilient multi-strategy portfolios to enhance long-term returns

Digital assets

Building the future of finance