HS Global Cautious
Medium to long-term capital appreciation with a capital preservation focus. Invests in a well-diversified portfolio across geographical regions with a flexible asset allocation strategy to minimise drawdown risk.
Time Horizon
3+ years
Target Return
U.S. inflation + 2%
Key Features
- Capital preservation focus
- Medium to long-term capital appreciation
- Well-diversified portfolio across geographical regions
- Flexible asset allocation strategy
Investment Strategy
To achieve the investment objective, the model invests in a well-diversified portfolio consisting of listed equities, bonds, listed property, cash, and alternative assets across geographical regions and uses a core satellite portfolio construction approach in order to establish an optimal risk-controlled solution while aiming at outperformance in the medium term.
The portfolio has a capital preservation focus, with a flexible asset allocation strategy that seeks to minimise the risk of drawdown.
Investor Profile
The model is aimed at investors with a medium-term (3 years or more) investment time horizon. It is best suited for investors who can accept some volatility in capital movements within a year but seek returns in excess of U.S long term inflation plus 2% (in $ terms) over a rolling 3-year period.
Key Features
Target Return
U.S. inflation + 2%
Returns in excess of U.S. inflation + 2% over a rolling 3 years period.
Changes in the USD/MUR exchange rate may have an effect on the value of the investment.
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