Overview
The Growth Portfolio USD looks to invest in Exchange Traded Funds (ETFs) comprising investments across different regions and asset classes. The portfolio aims to provide a return in line with, or higher than the growth benchmark.
The portfolio will be reviewed monthly, with the aim of controlling the target risk and maximising the return of the portfolio. During periods of extreme risk, when protecting your capital is critical, we may move part or all the allocations away from higher risk exposures.
Investment Philosophy
The general approach to investing is based on the idea of offering portfolios built using ETFs, aiming to ensure a well-diversified portfolio. The size of each investment in the portfolio is determined using a macro‐economic forecasting model.
Our asset allocation adapts to changes in the markets aiming to protect capital in a falling market while looking to identify the best investment opportunities in a timely manner. In practice, unnecessary trading costs are avoided by re-balancing infrequently.
Investment Strategy
The ETFs are selected using Algo-Chain's AI & Machine Learning assisted platform. This framework carefully analyses a wide universe of ETFs and identifies the best investment opportunities based on market conditions.
By systematically screening extensive market, macro‐economic and ETF data sets from around the world, this enables us, along with human overlay, to determine economic cycles and risk appetite in the markets and to assess the probability of future gains or losses.
| Weightings Manager |
Algo-Chain |
| Legal Form |
Model Portfolio |
| Target Investments |
Multi-Asset |
| Investment Objective |
Our models encode macro economic indicators to actively allocate across different asset class exposures |
| Target Return |
Growth |
| Target Risk |
Medium to high risk level between 12% and 16% annualised volatility of the portfolio over a 5-year period |
| Ticker |
Redemption Period |
Daily |
| ISIN |
Withdrawal Notice |
Daily |
| Management Fee |
0.5% |