NAM Multi-Asset Model Portfolios - Offshore
Model Portfolios Available
US Dollar
NAM Multi-Asset USD Capital Stable
NAM Multi-Asset USD Cautious
NAM Multi-Asset USD Balanced
NAM Multi-Asset USD Growth
Pound Sterling
NAM Multi-Asset GBP Capital Stable
NAM Multi-Asset GBP Cautious
NAM Multi-Asset GBP Balanced
NAM Multi-Asset GBP Growth
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USD Model Portfolios
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USD Model Portfolios
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We offer multi-asset, multi-manager model portfolios via our global wholesale platform partners using a combination of absolute return managers, relative return managers and passive index tracking ETFs. The portfolios are diversified across a range of asset classes including; domestic equities, international equities, listed property, commodities, fixed interest, cash (or cash equivalents) and absolute return strategies.
Our approach to total portfolio construction and management is reflective of the firm's investment philosophy and places significant emphasis on absolute return strategies and alternative sources of return with tactical allocations to traditional asset classes via both discretionary ("active" )managers and systematic (index tracking) managers
NAM Multi-Asset Capital Stable Model Portfolio
The Capital Stable portfolio is an actively managed and diversified investment portfolio with a focus on allocations purely to ultra-low risk (defensive) short term money market and cash/deposit type funds.
The objective of the Capital Stable portfolio is to provide a cash-enhanced type of return with little risk of drawdown or capital loss. It is suitable for investors that need to generate a modest level of return while holding cash.
The portfolio invests (via multiple managers) in high-quality money market securities and bonds issued by government, government-related and corporate entities. The combination of short-term debt securities and money-market securities offers the potential for higher yields than those associated with just cash. The securities held in the underlying funds are predominantly rated the equivalent of at least A- (long-term) by Standard & Poor’s or equivalent ratings agency.
Platform Availability
Global Distributor
NAM Multi-Asset Cautious Model Portfolio
The Cautious portfolio is an actively managed and diversified investment portfolio with a focus on lower risk defensive (income) type assets as well as a smaller allocation to growth type assets. The portfolio can invest in domestic and international equities, listed property securities, fixed income, liquid absolute return (hedge) strategies and cash/money market instruments.
The objective of the Cautious portfolio is to provide a modest level of investment return in the form of capital growth and income. It is suitable for investors who wish to invest in a cautious portfolio. The portfolio invests in a much broader range of asset classes than a capital stable portfolio and aims to provide the potential for some capital growth and income (yield) with a modest risk of drawdown and low price volatility.
The portfolio is built using a core/satellite approach. The core is made up of a multi-asset, multi-manager fund that has a balanced (income/yield focussed) risk & return target. The satellite holdings will add either some further growth or defensive allocations depending on the risk profile as well as an allocation to absolute return strategies.
NAM Multi-Asset Balanced Model Portfolio
The Balanced portfolio is an actively managed and diversified investment portfolio with a balanced allocation to lower risk defensive (income) type assets and growth type assets. The portfolio can invest in domestic and international equities, listed property securities, fixed income, liquid absolute return (hedge) strategies and cash/money market instruments.
The objective of the Balanced portfolio is to provide an investment return predominantly in the form of capital growth with some income. It is suitable for investors who wish to invest in a Balanced portfolio. The portfolio invests in a broad range of asset classes and aims to provide the potential for capital growth with a slightly higher risk of drawdown and some price volatility.
The portfolio is built using a core/satellite approach. The core is made up of a multi-asset, multi-manager fund that has a Balanced asset allocation and risk/return target. The satellite holdings will add either some further growth or defensive allocations depending on the risk profile as well as an allocation to absolute return strategies.
NAM Multi-Asset Growth Model Portfolio
The Growth portfolio is an actively managed and diversified investment portfolio with focus on higher growth type assets with a smaller exposure to lower risk defensive (income) type assets. The portfolio can invest in domestic and international equities, listed property securities, fixed income, liquid absolute return (hedge) strategies and cash/money market instruments.
The objective of the Growth portfolio is to provide an investment return predominantly in the form of capital growth. It is suitable for investors who seek a high return on investment and can tolerate a higher level of risk. The portfolio invests in a broad range of asset classes and aims to provide the potential for capital growth with high risk of drawdown and higher price volatility.
The portfolio is built using a core/satellite approach. The core is made up of a multi-asset, multi-manager fund that has a Growth asset allocation and risk/return target. The satellite holdings will add either some further growth or defensive allocations depending on the risk profile as well as an allocation to absolute return strategies.
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