A diversified and liquid global growth strategy focused on capturing a range of risk premia/beta, and adding value through active management. Key activities include:
To provide an efficient and diversified, higher risk portfolio that seeks higher returns.
To deliver superior returns than the global share market over the medium term (rolling 3 years), after fees and tax.
Annual standard deviation and drawdown similar to the global share market.
Benchmarked against the MSCI All Country World Index, partially hedged to the New Zealand dollar.